Creating Ledger Groups In Tally ERP9 With Examples

After creating company in Tally ERP9, you will need to create groups so that it will be easy to view expenditures in specific fields. Groups are created for all types of ledgers for convenience. Debtors groups are created to view and ask for payment.

Suppose your if you want to tell you accountant to ask for payment in Delhi, it will be easy if there exist a group Delhi and all the parties of Delhi are under it. In this post I will post to create ledger groups with some examples at the end.

To create ledger group, follow steps instructions:
  • Open Tally ERP9.
  • Go to select company.
  • Scroll to your company name and hit enter key.
  • Go to Account Info.
  • Go to group section > create.
  • You will see a form to create ledger group.

[Here you can create a category for ledgers. Suppose you want to create a group of ledger for Sundry Debtors who are from Delhi.]

Name: Enter the name of group [Delhi].
Alias: Enter alternative name for the group for convenience to search later.
Under: Here you have to select Sundry Debtors.
  • Enter the remaining field as you feel comfortable else leave default.
  • Press enter to accept.
[If you want to create group for Sundry Creditor, Direct Expenses, Indirect Expenses, Cash-in-hand, purchase etc. you have to select respective category in under section.]

For Instance:
Group Name                      Under                                   Ledgers
Showroom Expenses      Indirect Expenses           Stationery, Snacks, Commission
Purchase, Import            Purchase Accounts         
Automobile Expenses    Indirect Expenses            Bike servicing, Bike repairing, Petrol
Delhi, Haryana               Sundry Debtors               Raaz Electricals, J.K.L Generals
Bangalore, Hubli            Sundry Creditor              Kirloskar Oil, Titagarh Agrico

Creating group can help to view ledgers based on location, expenses or any other category. If you want to view the amount you have to receive from a category you can directly check it selecting the group name in Display > Account Books > Group Summary.

Updated: 23 December 2016

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