How to Alter Sales Voucher in Tally
In the dynamic world of business, it is not uncommon to encounter situations where you need to make changes to sales vouchers in Tally. Whether it’s due to a mistake in the initial entry or a change in the transaction details, altering sales vouchers in Tally is a straightforward process. In this article, we will guide you through the steps to alter sales vouchers in Tally, ensuring that your financial records remain accurate and up-to-date.
Step 1: Open the Sales Voucher
To begin the process of altering a sales voucher in Tally, you first need to open the specific voucher that requires modification. You can do this by navigating to the ‘Vouchers’ menu and selecting ‘Sales Vouchers’. From there, you will be presented with a list of all the sales vouchers entered in your Tally account. Locate the voucher you wish to alter and double-click on it to open it.
Step 2: Edit the Voucher Details
Once the sales voucher is open, you can proceed to edit the necessary details. This may include updating the date, customer name, item details, quantity, rate, and amount. To make changes, simply click on the respective field and enter the new information. Be sure to double-check the entries to ensure accuracy.
Step 3: Save the Changes
After making the desired alterations to the sales voucher, it is crucial to save the changes. To do so, click on the ‘Save’ button located at the top of the voucher screen. This will update the voucher with the new details and ensure that the changes are reflected in your Tally account.
Step 4: Verify the Altered Voucher
To ensure that the alterations have been successfully applied, it is advisable to verify the altered sales voucher. You can do this by re-opening the voucher and comparing the updated details with the original entries. Additionally, you can cross-check the voucher with the relevant customer records and other financial statements to ensure consistency.
Step 5: Maintain Audit Trail
In case of any future discrepancies or audits, it is essential to maintain an audit trail of the alterations made to the sales voucher. Tally provides a built-in feature to track changes made to vouchers. To access this feature, navigate to the ‘Audit’ menu and select ‘Voucher Audit’. This will display a list of all the alterations made to the sales voucher, including the date, time, and user who made the changes.
By following these simple steps, you can effortlessly alter sales vouchers in Tally, ensuring that your financial records remain accurate and up-to-date. Remember to save the changes and verify the altered voucher to maintain the integrity of your accounting system.
