25 January 2014
I want to know how to inform our debtors and creditors about payment or outstanding information in one shot. which is no of large scale in company. is any option in tally erp 9.0 or which you may be suggested me
12 February 2014
I want to know how to inform our debtors and creditors about payment or outstanding information in one shot. which is no of large scale in company. is any option in tally erp 9.0 or which you may be suggested me
01 August 2024
To inform debtors and creditors about payment or outstanding information on a large scale, you can use the following methods:
### **1. **Using Tally ERP 9:**
**1.1. **Print/Export Statements:** - **Generate Statements:** You can generate outstanding statements for both debtors and creditors using Tally ERP 9. Go to `Gateway of Tally` > `Display` > `Statement of Accounts` > `Outstanding`. - **Export Statements:** After generating the statements, you can export them to Excel or PDF format. This allows you to review and manage the data before sending it out.
**1.2. **Email Statements:** - **Configure Email Settings:** Tally ERP 9 allows you to email reports directly from the software. Configure the email settings by going to `Gateway of Tally` > `Accounts Info` > `Mail Configuration`. - **Send Statements:** Go to `Gateway of Tally` > `Display` > `Statement of Accounts` > `Outstanding`. After generating the report, choose the `Email` option to send the statements directly to your debtors and creditors. This option is useful if you have configured the email addresses in the master data.
**1.3. **Batch Printing:** - **Print Multiple Reports:** For physical mailing, you can use batch printing. After generating the statements, use Tally’s batch printing feature to print multiple statements at once. This is available under `Print` options in the report menu.
### **2. **Using Other Tools/Methods:**
**2.1. **Accounting Software with Bulk Communication:** - **Advanced Accounting Software:** Consider using accounting software or ERP systems that support bulk communication features, such as Zoho Books, QuickBooks, or other modern ERP systems that allow sending statements or notifications in bulk.
**2.2. **Mail Merge in Microsoft Excel/Word:** - **Export Data:** Export the outstanding data from Tally ERP 9 to Excel. - **Create Templates:** Use Microsoft Word to create a template for your communication. - **Mail Merge:** Use the Mail Merge feature in Word to create personalized letters or emails for each debtor or creditor based on the data from Excel.
**2.3. **Email Campaign Tools:** - **Bulk Email Services:** Utilize email marketing platforms like Mailchimp, SendGrid, or Zoho Campaigns to send bulk emails. Export the outstanding data from Tally to CSV, and then use these tools to manage and send bulk notifications.
**2.4. **Automated Communication Systems:** - **Implement Automation:** Consider implementing a CRM (Customer Relationship Management) system or communication automation tools that integrate with your accounting software. These tools can automate the process of sending reminders, statements, and updates to debtors and creditors.
### **Steps to Implement:**
1. **Data Extraction:** - Extract outstanding reports from Tally ERP 9 in the required format (PDF, Excel).
2. **Choose Method:** - Depending on whether you want to use email, physical mail, or automated systems, choose the appropriate method.
3. **Configuration:** - For email, configure the necessary settings in Tally ERP 9 or external email systems. - For physical mail, ensure batch printing is set up correctly.
4. **Execution:** - Execute the communication process based on the chosen method. Verify that all recipients receive the information correctly.
5. **Follow-Up:** - Monitor responses and follow up as needed to ensure that all outstanding issues are addressed.
By using these methods, you can efficiently manage and communicate with your debtors and creditors on a large scale.
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