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Anushka Lalwani
Anushka Lalwani
In: 6. Software & ERPs > Tally

How to change ledger name in tally?

How to change ledger name in tally?
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    1. Ayushi Curious Pursuing CA
      2022-07-19T18:59:21+00:00Added an answer on July 19, 2022 at 6:59 pm
      This answer was edited.

      Changing a Ledger name in Tally is an easy process. The requirement of changing the name of a ledger may arise in three situations:

      • Situation 1: When we need to change a ledger’s name, right after its creation while being in the ledger creation menu
      • Situation 2: When we realize the need to change a ledger’s name during passing an entry in any voucher.
      • Situation 3: Other situations where we are not on the Voucher Creation window or ledger creation window.

       

      In Tally, there are plenty of shortcut keys that can ease the way we work on it. My methods will be based on such shortcuts on Tally ERP 9.0.

      Situation 1

       Often just after ledger creation, we realize that we have made mistake in entering the name of the ledger.

       Many opt to choose this long path to alter the ledger’s name.

      Exiting Voucher creation menu → Gateway of Tally menu → Accounts Info → Ledger option → Alter option → Select the ledger → Ledger alteration window opens.

      Instead of it, you can choose to use Page Up key while on the ledger creation window. Press the Page-up key till you reach that ledger. Then you can edit its name or any other details.

      Pressing the page up key automatically opens the ledger alteration mode and lets the user scroll through the ledgers available.

      The ledger alteration window looks like this:

      Situation 2

       Sometimes, while performing entries into vouchers, we feel the need to alter a ledger’s name.

      This can be done by pressing Ctrl + Enter key with the cursor on the ledger’s name in the voucher creation menu.

      On pressing Ctrl + Enter Key, the ledger alteration window will open, from where the user can alter the ledger name or any other details.

      Situation 3

      When the user is not either on the voucher creation menu or on the ledger creation menu, then the ledger’s name has to be altered by going through the following steps:

      Gateway of Tally menu → Accounts Info → Ledger option → Alter option → Select the required ledger → ledger alteration window opens.

      That’s it. These are different approaches to changing a ledger’s name.

      One thing that is common among all approaches is the opening of the Ledger alteration window at the end. Hence, it is only through the Ledger alteration window we can change a ledger’s details including its name.

       

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