TallyPro

Yes - TallyPro is currently available in a limited number of languages although more should be available soon. You can select the language of your choice when you log in to the program - see Program Launch

The Commercial costing type is where the cost ledger uses job / project numbers with optional subsidiary codings defined (for construction companies, surveyors, software houses etc.) - the job numbers can be linked to Clients whereby all jobs for one client can be grouped together independent of the job numbering sequence. The Professional costing type is where the cost ledger is referenced directly to the client with optional separate matters defined (for accountants, solicitors, consultants etc.).

Only if you want to budget for billings or fees on a monthly basis - see Period Views

Not once the company has been set up - the costing type and period usage define the way in which data is stored in the database. If however there is a need to change, Commercial Software will be able to change this for you.

Yes - We can provide an Excel spreadsheet that enables new companies to enter existing data and the send it to Commercial Software for FREE importation.

Yes - TallyPro has extensive data export facilities which can be useful if further analysis is required locally - see Export Data

Yes - TallyPro has the ability to override most descriptions - see Overrides

First you should check that you have a valid internet connection - i.e. does your browser work? If the internet connection is fine, it is possible that your system firewall is blocking the attempts to send and receive data to and from the TallyPro server. In this case you can amend the Connection Settings to configure a proxy server and other settings. If this does not solve the problem, please contact Commercial Software.

There could be a number of reasons - firstly you may not have completed the company registration process. Secondly your 30 day free trial may have expired or your monthly rental payments have ceased. Finally you may have added more employees than you are licensed for. Please contact Commercial Software.

Users are people who are permitted to log in to the program, whereas Employees are people who charge time to clients and jobs. For more information on this subject see Users vs Employees.

Yes - using the New User & Employee Wizard

Access Levels determine the ability of each user to access, and perform functions within, all parts of the program. For a full list of levels and their associated privileges - see Access Levels

Yes - but you will need to authorise them by setting them as your Posting Delegate - see Employee Details. Then when the authorised user logs in to the program, they can select you as the 'Posting For' employee from their Home Page.

Employee charge rates are the hourly rates at which time posted on timesheets is charged to clients or jobs.

The exact rate used is determined by the Configuration settings - see Rate Bands.

Yes if enabled in the System Configuration - see Specific Rates.

Yes - the Resource Planning scheduler uses a familiar Outlook interface for planning tasks and appointments against individual clients / jobs - see Scheduler.

Deleted Jobs are similar to Dormant Jobs except that postings can never be made to deleted jobs

Subsidiary Codes (Commercial costing type) are useful for analysing job or project costs into separate codes. These codes can be pre-defined (default codes) or created specifically for each job - see Subsidiary Codes. Matters (Professional costing type) can be used to specify different types of work for each client. Again these codes can be pre-defined (default codes) or created specifically for each job - see Matters.

Work Types are used to analyse employees' time spent as specified on their time sheets. Work types can include all possible activities including both chargeable and non-chargeable time (for example courses, holidays, and sickness) and are used extensively for analysis and reporting purposes. You should use Work Types if you are interested in employee time analysis but not if you are only interested in client or job costs.

Yes - see Invoicing. If you want this option enabled please contact Commercial Software.

Yes - see Send Email.

Individual programs can be closed by clicking on the Close icon () at the far right of the tab strip. See also Navigation.

yes - click on the Toggle Pane icon on the system toolbar.

Individual postings can be amended by viewing a past timesheet, drilling down to the posting row, double clicking on that row and then editing the data (Access Level dependent) - see Past Timesheets.

By using the Ad-hoc Timesheet posting program

The exact rate used is determined by the Work Type used in posting.

If you need to change your current time sheet date (i.e. the current week for which you are posting), this can be done via the Update Timesheet Date from the Tools menu.

To avoid having to select clients and jobs again for the new week, the ‘Populate Timesheet’ button can be clicked to allow the automatic population from either the My Jobs / My Clients listing or from the past 1 to 4 weeks postings. As most employees tend to work on many of the same jobs or clients from week to week, this saves an enormous amount of time and has proved to be extremely popular with our users.

The Consolidate Costs option is useful where there are a large number of 'old' postings on a job or client but the overall financial data is required to be preserved.

The postings can either be consolidated into a net carried forward balance (i.e. costs less billings) or carried forward as two separate balances (one for costs and one for billings). Before consolidating the costs, the difference between the costs and billings can be written off, or a separate write off amount can be applied.

Certainly as we encourage requests from users. Indeed many of the standard reports have resulted from past user requests. To request a report please contact Commercial Software.