How To Create Group In Tally

How to Create Group in Tally ERP 9

In this section, we are going to learn how to create a group in Tally. We will also see how to alter and display created groups.

If we are creating groups in Tally for the first time, it is recommended to enable the following things:

Allow advanced entries in Master
Provide advanced information in masters

Use the following path to create groups in Tally

Gateway of Tally → F12: Configure → Accts/ Inventory Info → Accounts

How to Create Groups in Tally

In Tally ERP 9, maintain the following Sundry Debtors Ledgers Accounts:

Main Group: North India Debtors Group and South India Debtors Group under Sundry Debtors

Sub-Group: Tech solutions grouped and ABC limited under North India Debtors. Hyderabad Debtors, Bangalore debtors, Vijayawada debtors under South India Debtors.

Step 1: In this step, go to the Gateway of Tally and then click on Accounts Info.

Step 2: Choose the option Groups under Accounts Info.

Step 3: In Tally ERP 9, choose the option Create under Single Group Menu to create a single group.

Step 4: Update the following details on the Group creation screen:

Name: Specify the name of the group and then press enter to continue.

Under: Under List of Groups, choose the group name as Sundry debtors.

After entering the required details, press Ctrl+A: Accept or press enter to save the details.

Also, create other Groups using the above procedure

South India debtors under Sundry Debtors
Hyderabad Debtors, Bangalore debtors, and Vijayawada debtors under South India Debtors.
Tech Solutions or ABC limited under Bangalore Debtors.

Tally is used to create any number of groups under all default groups. Here we have created two groups under Sundry i.e., North India Debtors and South India Debtors. Under South India Debtors, three sub-groups (Hyderabad Debtors, Bangalore debtors, Vijayawada debtors) created.

How to Display Group in Tally

In Tally ERP 9, after creating the group, we can display all the created groups in detail. However, users are not allowed to edit/alter the data in display mode.

Step 1: Use the following path to display groups in Tally

Gateway of Tally → Accounts Info → Groups

Step 2: Under Single Group, click on the option display to display groups in Tally.

Step 3: Choose the required group name under List of Groups name and then click on that particular group to display on the screen as follows:

Step 4: Now the ledger (Bangalore Debtors) display on the screen as:

Step 5: To close the screen, click on Q: Quit.

How to Alter Group in Tally ERP 9

In Tally ERP 9 application, after creating the group, we can alter the details as per the requirements. Refer the following steps to modify/alter group in Tally:

Step 1: Use the following path to alter groups in Tally

Gateway of Tally → Accounts Info →Groups

Step 2: Click on Alter option under Single Group.