✅ How to Create  Ledgers @ Transactions Time

⚡ Creating Ledgers During Transactions

(On-the-Fly Method)

You don’t always have to create ledgers beforehand.
TallyPrime 7.0 allows you to create ledgers instantly during voucher entry.

📌 When Is This Used?

You use this feature when:

• The required ledger is not already created

• You are entering a Sales, Purchase, Payment, Receipt, or Journal voucher

• You want to quickly create a new customer, supplier, expense, or income ledger

🪜 Step-by-Step Process

Step 1️⃣: Open Voucher Entry Screen

1. Open TallyPrime

2. Go to Gateway of Tally

3. Select Vouchers

4. Choose the required voucher type (e.g., Sales, Purchase, Payment, etc.)

Step 2️⃣: Move to Ledger Field

While entering the voucher:

• Place the cursor in the Ledger Name field

• If the required ledger does not exist, proceed to the next step

Step 3️⃣: Press Shortcut Key

• Press Alt + C

👉 The Ledger Creation (Secondary) Screen will open instantly.

Step 4️⃣: Enter Ledger Details

Fill in the required details:

• Name: (Example: ABC Traders)

• Under (Group): (Example: Sundry Debtors / Sundry Creditors / Indirect Expenses, etc.)

• Maintain balances bill-by-bill: Yes (for customers/suppliers)

• Enter GST details if required

You may also enter:

• Opening Balance (if any)

• Address details

• Contact information

Step 5️⃣: Save the Ledger

• Press Ctrl + A to Save

Step 6️⃣: Automatic Return

After saving:

• • You will automatically return to the Voucher Entry Screen

  • The newly created ledger will appear in the voucher

  • Continue entering the remaining voucher details

📌 Important Note

The On-the-Fly method saves time and improves workflow efficiency during data entry.
It is especially useful when entering Purchase, Sales, Payment, or Receipt vouchers.

⌨️ Summary of Key Shortcuts (TallyPrime 7.0)