How a large education institution reduced its dependence on shortcut keys in Tally for report export-AI and automation

 Case study:One the largest educational institutions in central India. Its data is in 2 instances of Tally: Tally Prime and Tally edit log. Each instance has more than 40 companies(total number of companies 85). The institution is looking at usage of Powerbi and automation through say UIPath and Python.  For such a scenario the bot or the robot needs to track the possible keystrokes.

The Problem: Reporting Required Repeating 15+ Keystrokes Per Company

To extract a Bills Receivable or Bills Payable report, the operator had to press:

• ALT+F3 → Switch company (done 84 times)

• ALT+G or D + S + O + R → Navigate to report

• F4 → Filter by group (assume 5 groups)

• F5, F8, F12 → Configure columns, ledgers, periods

That’s 15+ keystrokes per report, per company, per group.

Manual Keystroke Estimate

• 15 keystrokes x 2 reports (Receivable & Payable)

• x 84 companies

• x 5 groups
  = 12,600 keystrokes per day

Assuming 20 working days = 252,000 keystrokes/month

How TurboData Replaced 252,000 Keystrokes with 1 Shortcut

Using TurboData’s backend automation engine, the institute replaced manual ALT+F3, F4, F8, F12 sequences with a single shortcut key – ALT+0.

Our tool:

• Automatically switched companies (multi-F3 logic)

• Loop-processed all groups and ledgers

• Applied date filters & aging configs (F12)

• Pushed clean data into SQL Server and Power BI

Daybook Analysis Automation with TurboData

For Tally users, analyzing the Daybook involves a repetitive set of manual keystrokes that eat up valuable time every single day.

🔁 Typical Shortcut Key Sequence:

• D + D – Open Daybook

• ALT + F2 – Select Date Range

• ALT + F3 – Change Company

• F4 – Choose Voucher Type

• B – Basis of Values

• F12 – Configuration (Ledger, Cost Centre, Item-wise, Bill-wise)

That’s at least 6–7 keystrokes per query, repeated for different filters and settings.

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🔢 Real-World Impact: The Hidden Cost of Manual Keys

Let’s break it down for a multi-company setup:

• 84 Companies

• 10 Query Points per Day

• 20 Working Days a Month

➡️ That’s a minimum of 12 key strokes x 10 queries x 84 companies x 20 days
➡️ = 201,600 keystrokes/month

That's not just exhausting — it's error-prone and non-scalable.

Balance Sheet Automation: Say Goodbye to Repetitive Keystrokes

Generating a Balance Sheet in Tally isn’t as simple as just hitting "Display". For every view — group-wise, ledger-wise, or filtered — users must go through the same set of shortcut keys manually.

🔁 Manual Keystroke Sequence:

• D + T + ALT + F1 – Open Balance Sheet (detailed)

• B + ALT + F1 – View Basis of Values (detailed)

• F3 – Company Selection

• F4 – Group-Wise View

• F5 – Ledger-Wise View

• F12 – Configuration (Cash/Bank, Profit & Loss, Pending, etc.)

That’s a minimum of 6+ key presses per company just to get a single view.

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🔢 The Numbers: Keystroke Overload

Let’s calculate the manual effort for a typical organization:

• 84 Companies

• 2 Balance Sheet Queries/Day

• 20 Working Days/Month

➡️ 6 keystrokes × 2 queries × 84 companies × 20 days
➡️ = 20,160 keystrokes/month

And that’s just for the Balance Sheet!
Add in Receivables, Payables, Daybook… and we’re talking about hundreds of thousands of unnecessary keystrokes.

In case a bot is to be programmed for getting all the data the total iterations could be more than 453000. 

All the above programming steps have been automated using Turbodata.

Contact:

Apoorv Chaturvedi

Phone:+91-8802466356

email:support@turbodatatool.com;support@mndatasolutions.com

Youtube channel:@mndatasolutions2042.