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Sunday, January 20, 2013

Inserting and Renaming Heads In Schedule-VI Balance Sheet


Tally.ERP 9 provides users with the option to rename and insert Heads in the Schedule-VI Balance Sheet as per their business needs.

Renaming Heads

To rename Schedule VI Heads,
Go to Gateway of Tally > Audit & Compliance > Financial Statements > Balance Sheet
  • Place the cursor on the Schedule VI Head that has to be renamed.
  • Click on R: Rename Head or press Alt+R
The Change Display Name sub-screen appears:
  • Type in the name to be given to the chosen Schedule VI Head
  • Press Enter
  • Press Enter or Y to Accept (save) the change
The Schedule VI Head appears renamed in the Schedule-VI Balance Sheet:

Inserting Heads

Users can insert Heads at lowest level of the hierarchy of Schedule VI Heads.
For e.g.: User will not be able to insert head at Current Assets (Schedule VI Head) level, but will be able to do it at Other Current Assets (Sub-head) level.
To insert a head in the Balance Sheet,
Go to Gateway of Tally > Audit & Compliance > Financial Statements > Balance Sheet
If, for instance, Interest Accrued on Investments has to be inserted under Other Current Assets,
  • Place the cursor under the required Schedule VI sub-head (here, Other Current Assets) and click on Ctrl+I: Insert Head or press Ctrl+I
  • The Create Schedule VI Head screen appears. Press Backspace to change the Head under which the new one has to be inserted
A List of Heads appears:
  • Select the appropriate Head (here, Other Current Assets), and press Enter
  • Type in the Name of the new head and press Enter
  • Press Enter or Y to Accept (save) the new head
The newly inserted Head (Interest Accrued on Investments) appears classified under the chosen Head (Other Current Assets)

Deleting inserted Heads

To delete an inserted Head,
  • Place the cursor on the (inserted) head
  • Click on Ctrl+D: Delete Head or press Ctrl+D
  • Press Enter or Y to delete the head
Note: Default Schedule VI Heads cannot be deleted. Also, Inserted Heads to which Tally Groups have been linked cannot be deleted.

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