This guidance explains what each of the advanced settings options does.   Access this page by going to Settings > Advanced Settings.  These should normally be used with caution, as some options will affect your reports.

• Start page – Use this drop down to select what page to go to when you first log into Tally.
• Support tab – Use this option to select where you would like the get help tab to appear or to disable it all together.
• Transaction Locking – Use this option to enable global transaction locking.  Global transaction locking will lock all transactions including invoices, purchases and payments on and before the date set from being modified or deleted.
• PDFs in New Window – Ticking this option will open up PDF documents in a new browser window instead of within the page.  This means whenever you go to print a new invoice or purchase a separate window from which you can print.
• Old Style PDFs –Ticking this will use the old version of our PDF generator, occasionally this can resolve some PDF problems if your having trouble viewing them on your web browser.
  • Please note: Using the old style PDF generator will result in some reduced functionality and will slightly modify the look of your invoices compared to using our new PDF generator (enabled by default and by leaving the old style PDFs box unticked).  We are planning to remove the old style PDF viewer in the future.
• Disable drop downs – This option will remove the option to select a customer or supplier, using drop down lists.  If this is enabled, you will need to create an invoice or receipt for the customer/supplier by going to the customer/supplier profile and clicking the New Invoice/Receipt button.  You will then not be able to change who it is assigned to.
• Prevent duplicate receipts – Ticking this option will compare the supplier reference that you enter with previously entered receipts.  If there is already a receipt in Tally with that supplier reference then you won’t be able to enter in the receipt and will be alerted that is a duplicate.
• VAT Reconciliation – Use this option to hide transactions from before the date set from appearing on your VAT return.
  • Tick the box to switch it on.
  • Enter the date that you’ve previously submitted VAT until.  This should normally be the end date of your last submitted return.
  • Use the cash accounting box to decide if you should include paid items from before the date or not
    • Ticking the cash accounting box will mean that items issued before the VAT reconciliation date but after will not be included.  For example; VAT rec date 15/01/2013. Invoice raised 01/01/2012, paid 01/02/2013 – this will not be included in the next return.
    • Un-ticking the cash accounting box will mean that transactions raised before the VAT reconciliation date and paid after will be included on your next return.  VAT rec date 15/01/2013.  Invoice raised 01/01/2012, paid 01/02/2013 – this will be included in the next return.
• Bank Reconciliation – This option is only valid for old style bank rec.  When unticked, any older un-reconciled items will be brought forward and highlighted at the top of your latest bank rec.  When ticked however these are not brought forward, instead your starting balance becomes a reconciled balance.
• Convert bank transactions – When ticked, when converting bank transactions to invoices or purchases (via bank > view/add transactions > ticking the box > using the select an action drop down at the bottom) if the transaction type is set to ‘other’ the sales/outgoing type on the invoice/receipt will subsequently will automatically change to the customers/suppliers default sales/outgoing type.
• FRS N/A Turnover – By default this box is un-ticked all your turnover (even turnover that has a VAT N/A rate set) is included in your VAT return.  To only include items that you’ve classed as VATable (0% and above) tick this box.
• Animate Charts – Whenever you load up the overview page or certain reports that include line or pie charts a small animation is done in the start, untick this box to stop that.
• EC Sales – Ticking this box allows you to set at a sales type level what items to appear on the EC Sales List.  Normally the EC sales list is generated based on the customers EC status defined in the customer profile, however ticking this box will generate the list based on the customers EC status defined in the customer profile and if the sales type is set to be included in the sales type settings.
• Postcode in Lists – Ticking this option will show the customers post code in customer selection lists.  For example, when creating a new invoice using the Sales > New Invoice button the customer selection drop down will contain the name followed by a postcode.  This makes it easier to identify and discriminate between customers.
• Replace tabs with spaces – If you copy data from excel for example you’ll see that the text can be broken up with tabs, making your text look very untidy.  Ticking this box will mean that Tally automatically replaces these tabs with spaces.
• Use ‘on behalf of’ – This option allows you to appear to send your Tally e-mails from a different e-mail address.
• Plain Financial Reports – Ticking this box will show your trial balance, balance sheet and profit & loss report in a plainer and neater style.
• Balance Sheet Format – Ticking this box will show your balance sheet in the default style.
• Show Gravatars – Ticking this option will show the profile picture for the customer if they have one set up on Gravatar.com.
• Invoice Filename – Use the options here to set the naming format for your invoice PDF files.  You can use the variables invnum], [invname], [invdate], [invdue], [custref] and [custcode].
• Additional details on VAT return – Ticking this option will show your additional company details on the calculations of a VAT return.  These details include your address and contact details that are set in Settings > Company Details.
• Split Screen Bank Rec – We highly recommend that this option remain ticked.  Un-ticking this will move you over to ‘old-style bank reconciliation’.  For more information on this please see our guidance on changing bank rec format.