Editing and Deleting Vouchers in Tally Prime

Tally Prime is an accounting software used by businesses to record and manage financial transactions. Sometimes, after entering vouchers, there may be a need to modify or delete them due to errors or changes in the transaction details. This article explains the process of editing and deleting vouchers in Tally Prime step by step.

1. Why Edit or Delete Vouchers in Tally Prime?

Vouchers are essential for recording transactions in Tally Prime, but errors or changes in the transaction details can occur. In such cases, it may be necessary to edit or delete the vouchers to ensure the accuracy of financial records. Some reasons to edit or delete vouchers include:

  • Incorrect data entry in a voucher.
  • Changes in the transaction details, such as amounts, accounts, or dates.
  • Duplicate voucher entries.

2. How to Edit a Voucher in Tally Prime

Editing a voucher in Tally Prime is a straightforward process. Follow the steps below to edit a voucher:

Step 1: Access the Voucher Entry Screen

To begin editing a voucher, open Tally Prime and follow these steps:

  1. Open Tally Prime and go to the Gateway of Tally.
  2. Under the main menu, select Display and then choose Day Book (or press Alt + D).
  3. This will display all the vouchers entered in the system.

Step 2: Locate the Voucher to Edit

In the Day Book or any other voucher report (like Cash Book, Bank Book, etc.), locate the voucher that you want to edit. You can search for it by date, voucher number, or account name.

  1. Use the Search function in Tally Prime by pressing Ctrl + F and entering search criteria such as the voucher number or the date.
  2. Once you find the voucher, select it to open the voucher details.

Step 3: Open the Voucher for Editing

After locating the voucher, follow these steps:

  1. Once the voucher is displayed, press Enter to open the voucher details.
  2. To edit the voucher, simply make the necessary changes in the voucher entry. You can change the date, account names, amounts, or any other details as required.

Step 4: Save the Edited Voucher

After making the necessary changes, press Enter to save the updated voucher.

The voucher will now be updated, and all the financial reports will reflect the edited details.

3. How to Delete a Voucher in Tally Prime

If you need to delete a voucher (e.g., due to incorrect entry), Tally Prime provides an easy way to do so. Follow the steps below:

Step 1: Access the Voucher Entry Screen

First, open Tally Prime and access the voucher list as follows:

  1. Open Tally Prime and go to the Gateway of Tally.
  2. Under Display, select Day Book to view all the vouchers entered.

Step 2: Locate the Voucher to Delete

Just like in the editing process, you need to locate the voucher that you want to delete.

  1. Use the Search feature (press Ctrl + F) to find the voucher.
  2. Once you find the voucher, select it to open its details.

Step 3: Delete the Voucher

To delete the voucher, follow these steps:

  1. Once the voucher details are open, press Alt + D to delete the voucher.
  2. A confirmation message will appear asking if you are sure you want to delete the voucher. Press Enter to confirm.

Step 4: Confirm the Deletion

After pressing Enter to confirm, the voucher will be deleted from the system. The deletion will be reflected in all relevant reports.

4. Real-life Example of Editing and Deleting Vouchers

Consider a business that records a payment voucher for $1,000 to pay office rent. However, later they realize that the amount was entered incorrectly as $1,500. The company needs to:

  • First, locate the payment voucher in the Day Book and open it for editing.
  • Edit the voucher to correct the amount to $1,000.
  • Save the updated voucher to reflect the correct payment amount.

In another case, suppose a duplicate Sales voucher is entered mistakenly. The user can:

  • Locate the duplicate Sales voucher.
  • Press Alt + D to delete the duplicate voucher.
  • Confirm the deletion, and the voucher will be removed from the records.

5. Conclusion

Editing and deleting vouchers in Tally Prime is a simple process that helps businesses maintain accurate financial records. Whether correcting an error or removing an unwanted entry, these features ensure that your accounts remain up-to-date and accurate. Following the steps outlined in this article, you can easily manage voucher transactions and keep your financial records clean and precise.




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