81

Create Purchase Voucher in Tally

Use the step by step process to create the purchase voucher in Tally.

Screen:	Gateway of Tally
Path:	Tally Main → Gateway of Tally
	Step 1: To enter the voucher creation screen, select the menu option ‘Accounting Vouchers’.
Screen:	Accounting voucher creation
Path:	Gateway of Tally → Accounting Voucher Creation
	Step 2: Button → ‘Purchase’: Click on the button or press F9, if Tally is not already in ‘Purchase Voucher’ mode.
	Step 3: Field → ‘Supplier’s Invoice Number’:Enter the invoice number. The invoice no can be found on the invoice, which is given by the supplier.
	Step 4: Field → ‘Date’:Specify the date of the supplier’s invoice.
	Step 5: Field → ‘Name of Party Account’: Choose the relevant vendor name from whom purchases have been made.
	Step 6: Field → ‘Purchase Ledger’: Under the list, choose a purchase account.
	Step 7: Field → ‘Name of Item’: Choose the stock item that has been purchased.
	Step 8: Field → ‘Quantity’: Specify the quality of the purchased stock items.
	Step 9: Field → ‘Rate’: Specify the price of per unit at which the stock item was purchased.
	Step 10: Field → ‘per’: Specify the UOM relevant to this stock item. The UOM was selected when creating this stock item ‘master’. Note that Tally proposes the UOM.
	Step 11: Filed → ‘Amount’: Tally multiplies the rate fields and quantity and proposes the amount automatically.
	Step 12: Filed → ‘Name of Item’:If we have purchased more than one stock item from the vendor in the same invoice, choose another stock item. Else, choose ‘End of List’.
	Step 13: Field → ‘Name of Item’: If another set of items need to be entered in a different purchase ledger, choose another purchase ledger. Else, choose ‘End of List’.
	Step 14: Field → ‘Narration’: Specify a narration if needed.
	Step 15: ‘Accept’ or ‘Reject’ the entered data so far.
Screen:	Gateway of Tally
Path:	Tally Main → Gateway of Tally
	Step 16: Choose the menu item ‘Display’ to see the impact of the voucher entry on the relevant ledgers.
Path:	Gateway of Tally → Display Menu
	Step 17: Choose the menu item ‘Account Books’.
Path:	Gateway of Tally → Display Menu → Account Books
	Step 18: Choose the menu item ‘Ledger’.
Screen:	Select Item
Path:	Gateway of Tally → Display Menu → Account Books → Select Item
	Step 19: Field → ‘Name of Ledger’: Choose the relevant account, and that ledger will be displayed.
Screen:	Ledger Vouchers
Path:	Gateway of Tally → Display Menu → Account Books → Ledger Vouchers
	Step 20: Now, we can see that the ledger of the vendor has been credited because of the purchased voucher. In the purchased account, the corresponding debit entry can be found.
Screen:	Select Item
Path:	Gateway of Tally → Display Menu → Account Books → Select Item
	Step 21: Choose the relevant purchase account.
	Step 22: Using the account, the purchase account has been debited.
Screen:	Gateway of Tally
Path:	Gateway of Tally → Display Menu
	Step 23: Select ‘Trial Balance’ from ‘Display Menu’ to see the impact on the ‘Trial Balance’.
	Step 24: Button → ‘Debited’: The trial balance is displayed condensed mode by default. In condensed mode, only the account groups are displayed. Click on the button named ‘Detailed’ or press ‘Alt+F1’ to see the details.

---