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TallyPrime · Upgrade

Tally.ERP 9 to TallyPrime Upgrade in Saudi Arabia and the GCC

Move to the current TallyPrime with your data, reports and customisations checked first, your team trained, and no lost days at month-end.

  • Data and company files checked before the move
  • TDL customisations tested on TallyPrime
  • Short training on the new screens
Tally.ERP 9
Older screens and menus
TallyPrime
Current release, new navigation

What moves with you

  • Your data and history
  • Customisations, tested
  • Reports and print formats
  • Users and roles

What the upgrade means

From Tally.ERP 9 to TallyPrime

TallyPrime is Tally’s current product and the successor to Tally.ERP 9. The upgrade keeps your accounting data but gives you a new, simpler way of working, with new navigation, search and reports.

Most users find TallyPrime easier once they have seen it, but the first day can feel different: menus, shortcuts and screens have changed, and customisations written in TDL for Tally.ERP 9 may need adjusting. A short, planned upgrade with training avoids the surprises.

  • From
    Tally.ERP 9 and earlier
  • To
    TallyPrime
  • Your data
    Moved and reconciled
  • Our team
    A dedicated team of 17 Tally specialists

What changes for your team

Tally.ERP 9 today and TallyPrime tomorrow

What your users will notice, and what stays the same.

Tally.ERP 9

  • Older menu-based navigation
  • Shortcuts and reports your team knows by heart
  • Customisations written for the older release
  • A product Tally has moved on from

TallyPrime with GoAgile

  • Simpler navigation, with search to find any screen or report
  • Cleaner screens and updated reports
  • Customisations checked and adjusted for TallyPrime
  • The current product, with Tally’s ongoing development

How we upgrade

Your upgrade in five steps

A short, careful process that keeps your books safe and your team working.

  1. 1

    Check

    We look at your Tally version, company data, add-ons and users, and agree the plan.

  2. 2

    Test

    We open a copy of your data in TallyPrime and test reports, vouchers and print formats.

  3. 3

    Fix

    We adjust TDL customisations and formats that need changes for TallyPrime.

  4. 4

    Train

    We run short sessions for your team on the new screens and shortcuts.

  5. 5

    Switch and support

    We move you at a quiet time and support you through the first month-end.

What we check

Five checks that make your upgrade safe

Most upgrade problems are found before the switch, if you look in the right places.

Plan your upgrade  →
  1. Data and company files

    We check the size and health of your company data and test that balances match after the move.

  2. TDL customisations and add-ons

    We list every customisation and add-on, test it on TallyPrime and fix what needs changing.

  3. Reports and print formats

    Your invoices, vouchers and key reports are compared before and after.

  4. Users, licences and security

    We confirm users, roles and licence terms with Tally before you switch.

  5. Timing

    We plan the switch away from VAT return dates and year-end, so a quiet period is never at risk.

Is it time?

Signs it is time to upgrade

If you recognise any of these, a planned upgrade will save you time.

  • New staff learn TallyPrime

    New accountants arrive already trained on the newer screens.

  • Slow or unstable installation

    An old installation that is slow or crashes is a risk at month-end.

  • You want current features and reports

    New reports and simpler navigation help your team work faster.

  • You are changing computers or server

    A hardware change is a good moment to move versions as well.

  • You are adding users or branches

    Growth is the right time to tidy your set-up.

  • You want to customise further

    New customisations are best built for TallyPrime from the start.

Compare

Tally.ERP 9 and TallyPrime side by side

What stays, what changes and what we check.

Tally.ERP 9TallyPrime
NavigationOlder, menu-basedSimpler, with search
Your accounting dataStays in your company filesMoved and reconciled
TDL customisationsWritten for the older releaseChecked and adjusted
Reports and formatsAs you have them todayUpdated, and compared with your current reports
Training neededNone, your team knows itA short session on the new screens
LicenceUnder your current termsConfirmed with Tally before you switch

Built for Saudi Arabia and the GCC

Upgrading Tally in Saudi Arabia and the GCC

Local settings carry over, and we check them after the move.

VAT settings

Tax ledgers, rates and returns are checked after the upgrade.

Arabic and English invoices

Bilingual invoice and statement formats are rebuilt and tested if needed.

E-invoicing handled by us

We are a ZATCA e-invoicing solution provider, so wherever e-invoicing applies to your upgrade, we handle it as part of the work.

Branches and GCC companies

Several companies and branches are upgraded in a planned order.

Remote upgrades

Many upgrades can be done remotely, with an on-site visit when you want one.

Riyadh on-site team

Training and support at your office.

Plan a safe move to TallyPrime

Tell us your version, users and companies. We will check your data and customisations and give you a simple upgrade plan.

Plan your upgrade  →

Tally.ERP 9 to TallyPrime Upgrade FAQs

What is the difference between Tally.ERP 9 and TallyPrime?

TallyPrime is the newer product from Tally Solutions and the successor to Tally.ERP 9. It has simpler navigation, search to find screens and reports, and updated screens, while keeping the accounting logic your team knows.

Will I lose my data when I upgrade?

No. We move your company data to TallyPrime on a copy first, check that balances and reports match, and only then switch you over. Your original data is kept as a backup.

Will my TDL customisations still work in TallyPrime?

Many do, but some need changes. We list every customisation, test it on TallyPrime and adjust what needs fixing before you switch.

How long does an upgrade take?

A simple set-up can be upgraded in a short time, and larger ones with many companies or customisations take longer. We confirm a timeline after we check your data and add-ons.

Do we need new licences?

Licensing for the upgrade depends on your current licence and Tally’s terms. We confirm what applies with Tally before you buy anything.

Can our team keep working during the upgrade?

Yes. We test on a copy and switch at a quiet time, so your team keeps working on the current system until the switch.

Do you train our team on TallyPrime?

Yes. We run short, practical sessions on the new screens and shortcuts, using your own data and reports, and we support you through the first month-end.

Do you upgrade Tally in Riyadh and across the GCC?

Yes. Our head office is in Riyadh. We upgrade Tally for businesses across Saudi Arabia, the UAE, Qatar, Kuwait, Bahrain and Oman, remotely or at your office.

Plan your TallyPrime upgrade

Tell us which Tally version you run and how many users and companies you have. We will come back with a simple upgrade plan.

Ready to move from Tally.ERP 9?

A dedicated team of 17 Tally specialists checks your data, reports and customisations, runs the upgrade, trains your team and supports you through your first month-end.

  • Data and company files checked first
  • TDL customisations tested on TallyPrime
  • Short training on the new screens
  • Support through the first month-end

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