Lesson 3-Creating Groups

In this lesson we know about how to create Group in TallyERP.9

In TallyERP.9 there are two options to create Groups

1. Single Group
2. Multi Group

What is Groups?

Group is a collection of ledgers of the same nature, TallyERP.9 allows you to create groups as per your requirement.

In TallyERP.9 there is Total 28 Groups, including 15 Primary Groups & 13 Sub groups.

15 Primary Groups are

Branch Division, Capital Account, Current Assets, Current Liabilities, Direct Expenses, Direct Incomes, Fixed Assets, Indirect Expenses, Indirect Incomes, Investments, Loans (Liability), Misc. Expenses (Assets), Purchase Accounts and Sales Accounts

13 Sub Groups are

Bank Accounts, Cash in Hand, Deposits, Loans and Advances, Stock in Hand and Sundry Debtors (Under Current Assets), Bank OD A/c, Duties and Taxes, Provisions, Reserve and Surplus, Secured Loans, Sundry Creditors and Unsecured Loans (Under Current Liabilities)

How to Create Single Group

Go to Gateway of Tally - Accounts Info - Group - Create

The group creation screen is appear as follows

Enter Name of the Group i.e. Administrative Expenses.

Alias is sub-name of the Group, either you can enter code no. of your expense.

Specify Under which existing (Parent) group the sub-classification is required.

If it is a new primary group, select Primary (requirement of a new primary group is very rare, but the option exists). Creation of new Primary Group is not allowed if an Allow Advanced entry in Masters is set to No in F12: Configure.  You can also create a new Parent Group by using Alt + C.

Tally.ERP 9 has the flexibility of creating the related Masters from specified screens:

Buttons :                   Short Cut Keys       Behavior

Ledgers                      Ctrl + L                       Navigate to Ledger Creation Screen

Voucher Types          Ctrl + V                       Navigate to Voucher Creation Screen

Create Groups with Advance Usage

This section deals with the additional fields you would input during creation of Group, you will be able to configure the information to your requirements like Group behaves like sub-ledger, Nett Debit/Credit Balances for Reporting, Used for Calculation and Method to allocate when used in purchase invoice.

Go to Gateway of Tally - Accounts Info - Groups - Create under Single Group - select F12 configure (Group Configuration) and enable Allow Advanced entries in Masters under Accounts Masters.

Creation of 'Printing' Group under Primary Group:

Create Multiple Groups

Tally.ERP 9 allow you to create Multiple Groups simultaneously, you can create them by pressing Enter on Create under Multiple Groups.

Go to Gateway of Tally - Accounts Info. -Groups - Create (under Multiple Groups) See Below Image

You can create any number of Groups under an already created/selected Group.  In this mode of group creation, the sub-groups will automatically inherit the characteristics of their parent groups.

You can also create any number of Groups under different Groups by selecting All Items in “Under Group” field.

Under Group

Select the parent group under which you want the new groups to be created from the List of Groups. The group selected is displayed in the Under Group field.

Name of Group

Enter the name of the Group.

Under

If you select any group other than All Items in the Under Group field, then this column is filled in automatically with the selected Group name and the cursor skips this column. This speeds up data entry.

If you select All Items in the Under Group field, the cursor does not skip this field and allows you to enter the parent group of each of them.

Note: To change individual group behavior created using multiple groups, use single group alter option.

Some Very Useful Shortcut keys for Create Multiple Groups

Button                       Shortcut Keys         Behavior

Parent                                    F4                               The parent group can be changed

Ledgers                      Ctrl+L                         Navigation to Ledger creation screen

Cost Category           Ctrl+S                         Navigate to Cost Category Screen

Cost Centre               Ctrl+C                         Navigate to Cost Centre Screen

Employees Group    Ctrl+O                         Navigate to Employee Group Screen

Employee                  Ctrl+P                         Navigate to Employee Creation Screen

You can also Display and Alter Groups from Gateway of Tally - Groups - Display/ Alter

Display option allows you to view the configuration and Main Group Details of a particular group.

Alter option allows you to change or modify the configuration of a Group.