You can see this year's total sales and purchases from Tally on your phone in the This Financial Year band on the Reports screen: ten register totals, each tappable into its register. The financial year totals tally band names Sales Invoice, Sales Order, Purchase Invoice, Purchase Order, Receipts, Payments, Credit Note, Debit Note, Journal and Contra. At 8:30, before the van leaves Fancy Bazaar, the owner taps Sales Invoice, sees ₹42,00,000 year to date, then taps Receipts and sees collection sitting behind. The band is this year's running total. It does not replace Profit & Loss, and it does not drill like a Balance Sheet. Each total opens the register behind it, so a short receipts figure becomes a list you can actually read. Tea first, then the band, then Outstanding, where Sharma Kirana is still ₹1,85,000.
Key Highlights
- A This Financial Year band on the Reports screen shows ten register totals, each tappable into its register
- The ten are Sales Invoice, Sales Order, Purchase Invoice, Purchase Order, Receipts, Payments, Credit Note, Debit Note, Journal and Contra
- At 8:30 the owner taps Sales Invoice at ₹42,00,000, then Receipts, and sees collection sitting behind the year
In This Article
- What financial year totals tally show on the Reports screen
- The ten register totals
- Tapping a total into its register
- Sales and purchases at 8:30
- Receipts sitting behind sales
- What the band does not replace
- Journal, contra, credit note at 8:30
- Frequently Asked Questions
What financial year totals tally show on the Reports screen
The This Financial Year band sits on the Reports screen. It is this year's running total for ten registers, read from the Tally books synced to the phone. For a Guwahati FMCG distributor it is the glance before Outstanding: have we billed, have we bought, has the money come in, has the money gone out.
It answers one morning question well: where does this year stand, in ten numbers I can tap. It does not tell you whether August made money. That is Profit & Loss. It does not age Sharma Kirana's ₹1,85,000. That is Collections Outstanding. It does not list today's seven sales vouchers. That is Daybook on the phone.
The rest of the Reports screen is two groups. Financial Statements hold Trial Balance, Profit & Loss, Balance Sheet and MIS Reports. Action Reports hold Collections, Bills Receivable, Bills Payable, Sales Analytics, Customer Analytics, Cross-sell Gaps, Inventory, Purchase Analytics and Daybook. The band sits above that work, as the year in ten taps. The working-day order is the daily checklist for Tally reports.
The ten register totals
The names are exact, because a wrong name is a wrong register. Sales Invoice. Sales Order. Purchase Invoice. Purchase Order. Receipts. Payments. Credit Note. Debit Note. Journal. Contra. Those ten, and only those ten, make the band.
Sales Invoice is billed-and-posted sales for the year, not a target, not a hope. Sales Order is orders that are still orders. Purchase Invoice is what you have booked from suppliers. Purchase Order is what you have ordered and not yet billed. Receipts is money in. Payments is money out. Credit Note and Debit Note are the adjustments. Journal and Contra are the books-only movements that never look like a bill.
If a total is missing from this list, it is not on the band. Do not look for a salesman total here. There is no salesman filter on this screen. Godown is its own report, not a column on the band.
Tapping a total into its register
Each total is tappable into its register. ₹42,00,000 on Sales Invoice is a number until you tap it. Then it is the sales register for the year, the list the number was built from. ₹38,00,000 on Receipts is the same: tap through, read the receipts, see whether Sharma's last payment is in there.
That tap is the difference between a dashboard tile and a working band. The owner at 8:30 does not need a chart. He needs to know whether the receipts register actually contains the money he thinks came in last week. Party search on every report is a search box. You type a name. Sharma inside the receipts register is Sharma Kirana's receipts for the year, if they posted.
Access to the Reports tab is permission-controlled per team member. A salesman without that permission does not see the band, or the registers behind it.
Sales and purchases at 8:30
Tea, then Sales Invoice, then Purchase Invoice. ₹42,00,000 billed against whatever Purchase Invoice shows. If purchases have run ahead of sales in a way that does not match the godown, the next stop is the purchase report on mobile and the stock screens, not a fight with the salesman from memory.
A Dibrugarh trip last Thursday billed well and purchased little, on memory. The band on Friday morning is the check. If Purchase Invoice barely moved and Sales Invoice jumped, the godown should look lighter. If the godown does not, the vouchers are the next question, not the memory of the trip.
Sales Order next to Sales Invoice is the gap between what is booked and what is billed. A fat sales-order total with a thin sales-invoice total is work sitting in the pipeline. Purchase Order next to Purchase Invoice is the same gap on the buy side. The band puts those four in one row so you see the gap without opening four menus.
The party wise sales report is who bought. The band is how much the year has booked. Open the party report when the question is Sharma versus Baruah Store. Open the band when the question is the year.
Receipts sitting behind sales
The useful 8:30 move is Sales Invoice, then Receipts. ₹42,00,000 billed and ₹38,00,000 in is ₹4,00,000 of the year still on the street, before you even open Outstanding. Outstanding then names who. Sharma at ₹1,85,000 is part of that gap, not a separate universe.
If Receipts barely moved this week and Sales Invoice did, the van has been billing and the money has not been coming. That is an 8:31 Outstanding sitting, not an 8:31 shrug. The band showed the gap as two numbers. Outstanding names the parties.
Payments next to Purchase Invoice is the supplier half of the same glance. Credit Note is the returns and schemes that came back. If Credit Note has jumped and nobody told you, Daybook on Credit Note for the last 7 days is the next tap, not a shrug.
The phone reading of Tally reports on mobile is these books through the day. The band is the morning member of that set.
What the band does not replace
The band does not replace Profit & Loss. P&L is income against expense for a period, including the closing the books already hold, on the profit and loss statement from Tally on mobile. The band is register totals for this year. A year can show fat Sales Invoice and a thin P&L when expense and closing stock have had their say.
The band does not drill like a Balance Sheet. Group to sub-group to ledger is that statement. The band's tap is into a register, not down a group tree. The band is also not Daybook. Daybook is a window of vouchers with Today and a chip. The band is the year.
Do not treat ₹42,00,000 as cash in the bank. Cash and bank are a different reading. The band tells you what the registers have booked this year. Outstanding tells you who still owes you this morning.
Journal, contra, credit note at 8:30
The quiet four on the band are Credit Note, Debit Note, Journal and Contra. Owners skip them because they are not sales. They are how the year quietly changes shape.
Credit Note jumping in a week is returns and schemes. Tap through, type Sharma, see whether Sharma Kirana's scheme credit is in there or whether someone parked it on a generic ledger. Debit Note is the supplier half. Journal is the books-only movement the CA will ask about. Contra is cash to bank and bank to cash. A fat Contra total with a thin Receipts total is money that moved between your own accounts, not money Sharma paid.
At 8:32, after Sales Invoice and Receipts, spend thirty seconds on Credit Note and Journal. A ₹2,40,000 credit-note year that nobody mentioned in the family WhatsApp is a conversation before the van leaves, not after. Daybook on Last 7 days, chip Credit Note, names the recent ones. The band named the year.
Sales Order and Purchase Order are the pipeline. A sales-order total that sits at ₹6,00,000 while Sales Invoice is ₹42,00,000 is work still to bill. A purchase-order total that has run ahead of Purchase Invoice is stock still to land. The purchase report on mobile is the next cut when the buy side looks off. The band is the glance that tells you to open it.
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Frequently Asked Questions
Q: How do I see this year's total sales and purchases from Tally on my phone?
A: Open the Reports screen and read the This Financial Year band. The financial year totals tally band shows ten register totals, each tappable into its register. Tap Sales Invoice for this year's billed sales. Tap Purchase Invoice for this year's booked purchases. The band is this year's running total, not a Profit and Loss statement.
Q: Which ten totals sit in the This Financial Year band?
A: Sales Invoice, Sales Order, Purchase Invoice, Purchase Order, Receipts, Payments, Credit Note, Debit Note, Journal and Contra. Each total is tappable into its register. Those ten names are the band. A salesman total is not on it.
Q: Does the This Financial Year band replace Profit and Loss?
A: No. The band is ten register totals for this year. Profit and Loss is income against expense for a period, read from the Tally books synced to the phone. A year can show a large Sales Invoice total and a small Profit and Loss when expense and closing stock have had their say.
Q: Can I tap a financial year total and see the register behind it?
A: Yes. Each of the ten totals is tappable into its register. Sales Invoice opens the sales register for the year. Receipts opens the receipts register. Party search inside those registers is a search box. You type a name.
Q: Is the This Financial Year band the same as Daybook?
A: No. The band is this year's running totals. Daybook is the voucher list for a window you choose, with Today, Yesterday, Last 7 days, Last 30 days, Custom, and a voucher-type chip. Open the band at 8:30 for the year. Open Daybook at 12:10 for what posted today.
Q: Who can see the This Financial Year band on the phone?
A: Access to the Reports tab is permission-controlled per team member. A member without that permission does not see reports at all, including the band and the registers behind it.
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