About group in tally,Why group, create group in tally

Account can be grouped in tally. This is very useful feature. Why groups when we can easily create and manage ledger? I will explain this with one simple example.

ABC Ltd has four Sale team;

Team	Selling area
A	North
B	East
C	South
D	West

Salesmen of each area require Debtors list or outstanding statement of the particular area every week to get dues from them. In such case Debtors of each area can be grouped .The report based on that group is easily available from tally. There is no requirement for segregation from complete debtors list. detailed explanation will follow this lesson.

What is an account group in tally?

Ledgers of similar nature are bring together is called group. There are many pre defined groups in tally. A Ledger can be grouped at the time of its creation. And group of a particular account can be changed at any time.

Create Account Group in tally

Let’s create account group for the above example in this manner

Team	Selling area	Group Name
A	North	Debotr North
B	East	Debtor East
C	South	Debtor South
D	West	Debtor West

Go to

Gateway of tally>>Accounts info>>Groups>>Create (under single group)

Name:  Type the desired Group name

Alias:  alias name if required, you can use this field to set code number for the group.

Under:  Select the suitable category; here we are creating groups for sundry debtors

You can create a new primary group if desired by selecting ‘primary’ All primary groups are already exists in tally, a new primary group creation will be a rare situation.

Additional fields like ‘Groups behaves like a sub ledger’ will discuss later set No to all for now.

Create Debtor East, Debtor South,Debtors west in the same manner. So the group creation is complete.

View, Alter or edit ,Delete Group

To view groups go to

Account info>Groups>Display

Now type the name of the group

Select the group wants to see, then press enter, a screen similar to below displayed, which is group display screen

Here you cannot edit ant thing.

Alter /Edit a group

Go to

Account info>Groups>Alter

Select the group to be edited

Alter required field, and save the screen.

Delete a group

To delete a group go to

Account info>Group>Alter

Select the group you want to delete; the group alteration screen will appear

Press delete button from the bottom bar

Or Use Alt+D from the keyboard, tally will ask you confirmation, press Y  or enter button for deletion.

The selected group will have deleted. A group cannot delete if it contains a ledger in it. To delete such group you have move all ledgers contained in it.