How to Set Credit Limit in Tally.erp 9

tally tips and tricks

Mahendra Rana

Tally.erp 9 offers some great features one of them is setting up credit limit for suppliers and customers ledger account

Tally.erp 9 allows you to set a credit limit in terms of period as well as monetary terms.

Follow this step by step procedure to set credit limit in tally.erp 9 for your suppliers as well as customers

Go to main menu of tally.erp 9 press F11

select Accounting feature, under Budgets and Scenario management,

Set maintain budgets and control to yes and accept the screen

Now, Go to Any supplier or customer ledger account(Alteration Mode) for which you want to set the credit limit

set credit period and credit limit for the supplier/customer ledger account.

Accept the Screen.

Now after setting this limit,whenever you try to post a purchase/sales transaction in related supplier/customer ledger account,tally.erp 9 will display a warning message and you will not be able to post the transactions exceeding the limit. So either you have increase the limit or can enter a lower amount in the transactions.

You may restrict other users to alter this credit limit.

Mahendra Rana

Mahendra is founder and CEO of the I Vision Infotech, Authorised Tally Sales and Service Partner and helping Tally users to learn Tally and accounting free through this site

6 thoughts on “How to Set Credit Limit in Tally.erp 9”

ANAND says:

at

i would like to learn tdl,please let me know where and how to learn?
the main motive to learn tdl is to create reports in excel which are not in tally.
1. Mahendra says:
  
  at
  
  Anand,
  I believe you should join tally developer net work. please visit tally solution’s site. There you will get training tally developer training program.
vikas baheti says:

at

credit limit is available only for ledger & not for group of ledgers for same party
Sudha says:

at

I m sudha….. I m working in a company i m not getting how to print the vouchers in landscape by using tally9 software…. So help me sir….. Send some detail reguding to ma question plz…sir
ganesh says:

at

i want to create only days limit…how can i create
1. Mahendra Rana says:
  
  at
  
  Hello Ganesh,
  
  You can do it by alterting ledger master

Comments are closed.

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Module 1	Getting Started with Tally TDL	-
This Modules gives the explanation of the Tally TDL (Tally Developer Network) What is a Tally TDL, How one can learn it and what is its scope and many other aspects are being covered in this module
Unit 1	Let's introduce ourselves first - Preview
Unit 2	Tools of Trade : Software and stuff you need to learn Tally TDL - Preview
Unit 3	Tally TDL : An Overview of the Languages
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Unit 5	Structure of a TDL Code
Unit 6	Reading and understanding the TDL Code : Full explanation of the TDL coding
Unit 7	Assignment No. TDL 01: Create a new Report
Module 2	How to Code in TDL	-
This Modules describes the best practice, tips, tricks and other useful resources to code in Tally TDL. This Module is subject to frequent updation, addition and modification.
Unit 1	Commenting your code : why and how to comment in TDL
Module 3	Field, Field Name and Field Value.	-
This Module describes what is a field, a field name and field value. it also teach you how to retrieve the Field value and or Field data. This is one of the most important Modules. The more you understand this module, it will help you to become a master in Tally TDL because you will need to retrieve the Field value/data at every stage in Tally TDL.
Unit 1	UDF In Ledger Master Level : Create an UDF of Date of Birth in Ledger Master (Free Preview) - Preview
Unit 2	Field and Field Value : Part I
Unit 3	Field and Field Value : PART II How to retrieve the Field Value by Using Field Name - Preview
Unit 4	How to store Data in the Field
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Unit 6	How to Retrieve Values from the Stock Item Master -1
Unit 7	How to Retrive field value from the stock Item Master -2
Unit 8	Style in TDL
Unit 9	Structure of TDL, Data types, UDF and its usage
Module 4	How to look up existing definition in Tally TDL	-
This Module covers how to find out the existing TDL definition as in TDL most of the time, we need to modify the existing definition. Without understanding it properly, it is not possible to code in Tally TDL. I will walk you through a very interesting and easy to understand approach find out the existing definition so that you can easily amend them/ This Module covers assignments and quiz
Unit 1	How to look up the existing definition in TDL?
Unit 2	How to look up the default definition: The Alternate way
Unit 3	Default Definition \| The easiest way to find a default definition in no time!
Module 5	How to code Forms, Parts, Lines and Field	-
This Module will cover chapters to explain how to design a form, Adding multiple parts, Lines and Fields along with dimensions of the forms,parts, border and everything which are needed to customise a report/invoice etc. This is an important module so go through carefully, code as much as possible and do lot of assignments and practice
Unit 1	Forms, Parts, lines and Fields in Tally TDL - 1
Module 6	Live TDL Project! A real life Customisation for a Delivery Note	-
This is a live Project for Tally TDL. This project belongs to one of Tally Mentor Student Mr. Rahul. Thanks to him for bringing this project for everyone. I will walk you through the entire process how to customise this project. Furthermore, I will create a special space for participant students to contribute to this project. Plese, note that for the privacy of the client's data, I have strike out the client's details from the projects /images/documents. I am not kidding! you guys will get the full source code absolutely FREE OF COST of the project which is covered under the live project. So, join with me, Learn invoice customisation and earn money while learning. Its real, its crazy but you will surely able to increase your income. So, join with me for the live project
Unit 1	Let's Customise Invoice : Part I : Live Project
Unit 2	Live Project ( Tally TD) : Customise Invoice - Part II
Unit 3	Live Project ( Tally TDL) : Customise Invoice - Part III
Unit 4	Live Project : Voucher Printing Customization
Module 7	Customising A Sales Invoice	-
In this module , you will learn how to customise your Sales Invoice? how to Add extra columns, Fields and or other information which are very useful for fetching custom Reports
Unit 1	Invoice Customization : Part I how to add extra columns and fetch the value
Unit 2	Invoice Customisation Part II : How to customisation Invoice Printing
Unit 3	Case Study : How to solve the Border Alignment in Printing
Module 8	Case Study : How to write better programme	-
Writing a good programme is an Art and one can learn this art by applying certain golden rules of programming and learning the techniques of coding. Anyone can write a code but writing a code and writing better code is a two different matters. I am sure you will be more interested in learning better codes than just writing codes. because bad code sucks and cost us a lost.
Unit 1	Case Study : How to write Better code in Tally TDL?
Module 9	Configuration Customisation	-
This Module contains customization related to the Configuration Level. In Tally.ERP 9 there is various options which allow us to set up the configuration for various reports, functions vouchers entries, Masters etc. We will cover various customization practical assignments under this Modules
Unit 1	How to customise the TDL Configuration?
Module 10	Multiple Discount Project(A complete Commercial Projects with Source Codes)	-
In This module We are building a complete commercial Projects with many features.it will cover many features of the Tally TDL from Company level configuration to Invoice customization, Item level settings, Reporting and everything. This module contains Advance and complex calculations and features of the Tally TDL and once you complete it, your TDL knowledge and capabilities will be increased significantly.
Unit 1	Multiple Discount Project : Outline of the Project
Unit 2	Accounting Features\| How to code for company Specific TDL Configuration
Unit 3	How to Add Discount Field in Stock Item master
Unit 4	Discount Project \| Customising Invoice
Unit 5	Case Study :Discount Project
Unit 6	Case Study : Discount Project II
Module 11	Advanced TDLs : Report to fetch Data from Tally using Collections	-
This Modules Contains Advanced section of the TDL. It contains how to fetch and display data from the Tally software using Collections, functions, variables etc.
Unit 1	Create a Report in Tally to fetch Data through Collection
Unit 2	How to Add A Title Column line in a Report through Tally TDL
Unit 3	Adding a total line in the report
Module 12	Design a complex Sales Report (Video Tutorials	-
This Module Contain a very advanced and complex designing of Sales Report. It contains filters, collections and advanced Tally TDL Features and once you complete this project you can build any complex report this way on your own. We will start from the very basic. Imagine that a person who never write any code or a person who even doesn't know what a Tally TDL or a Tally. then we will go to advanced level slowly.
Unit 1	Project : Design Your Own Customised Sales Report (Video Tutorials Series) : Project OverView
Unit 2	Create a Basic Sales Report : First Unit
Unit 3	Desinging and structuring our Form
Unit 4	Designing Sales Report : Extendning code to fetch Item Name and Amount in the report
Unit 5	Sales Report Module : Unit IV
Unit 6	Sales Report Customisation Unit V
Unit 7	Sales Register Video Tutorials extending our codes Unit VI
Unit 8	Sales Report VII
Unit 9	Sales Report VIII
Unit 10	I: Sales report Customization IX
Unit 11	J: Sales report Customization X
Unit 12	K. Sales Report XI
Unit 13	L: Sales report Customization XII
Unit 14	M. Sales Report XIII
Unit 15	N. Sales Report XIV
Unit 16	O. Sales Report XV
Unit 17	P. Sales Report : XVI
Unit 18	Q. Sales Report XVII
Unit 19	R. Sales Report : Adding a filter button XVIII
Unit 20	S. Sales Report : Filter form, parts and line
Unit 21	U. Sales Report Customisation\| Filtering Data
Unit 22	V: SalesReport: Adding Salesman UDF
Unit 23	w. Sales report Customisation : Alignment and arranging files
Unit 24	X : Sales Report customisation : Alignment II
Unit 25	Y : Sales Register Alignment Issues 3
Unit 26	Z : Sales Report removing extra blank column
Unit 27	Sales Register 27 : Filtering collection
Unit 28	28 : Sales Report Customisation \| Solving Filter issue
Module 13	How to Create Tables and sub forms?	-
In this module we will learn how to create tables, sub form etc through TDL We will come to know what are tables, how to create them, What are sub forms why we need sub forms and how to create sub forms in Tally through TDL.
Unit 1	How to Create an Yes/No Table in Tally through TDL
Unit 2	Create a sub form
Unit 3	Repeat attribute in a line.
Unit 4	How to create a salesman Table in Tally
Unit 5	How to Create the Salesman Table -2
Unit 6	How to add a Salesman Table in the Sales Voucher Entry
Unit 7	T. Sales Report Customisation : Adding a table to filter
Module 14	Practical Invoice Customisation - Poonam Corporation Complete Customisation	-
In this module we will customise a complete Invoice which belongs to one of our client Poonam Corporation. it is a pri printed invoice customisation. In this project we will customise the invoice both for pri printed and on plain paper. After walking through this project, you can customise any invoice on your own.
Unit 1	Invoice Printing from scratch I
Unit 2	Invoice Printing II
Unit 3	Invoice Printing III
Unit 4	Invoice printing Customization IV
Unit 5	Invoice Printing V
Unit 6	Invoice Printing from scratch VI
Unit 7	Invoice customisation VII
Unit 8	Invoice Customisation VIII : Poonam Corporation
Unit 9	Case Study : Border issue in the Poonam Corporation
Module 15	Free Resources(Only for the Life Time Course)	-
This Module contains Free resources, free TDL with source codes ( subject to terms and conditions and performance of the students) are available only to the lifetime Course students.
Unit 1	Free Bonus Gift
Module 16	Buttons in Tally	-
What are buttons? How to activate button and how you can create your own buttons and how buttons are useful in Tally. Learn All about buttons in Tally TDL
Unit 1	Buttons in Tally TDL
Module 17	How to create a new Menu?	-
This Module covers how to create your own Menu like Create, Alter, Delete ledgers, Display, reports and so on. You can do totally brand new menu in Tally like a student profile or a vehicle details or whatever you wish so.
Unit 1	How to Create your own menu? 1
Module 18	Sample Projects	-
Learn how to activate the Sample Projects in Tally TDL. Sample Projects are resources full Ready made solutions and are of the great help to become an Expert in Tally TDL.
Unit 1	How to Activate the Sample Projects in TDL
Unit 2	Sample Projects : Browse URL open any site from Tally Application
Module 19	Variables in Tally TDL	-
This modules covers what are the variables. Why they are needed. How to create and how to use them. Variables are very important concepts and it being used in almost any programming language.
Unit 1	Variables : Chapters I
Unit 2	2. Variables Chapter II
Unit 3	3. Variables: Chapters III
Unit 4	4. Variables: Chapter IV
Module 20	Out of Course	-
This Module Contains things which are out of course and something different.
Unit 1	What is Learning?
Module 21	Challenge Zone : Only for the lifetime Course student	-
This Module is a challenge zone and it is available only to the life time Student students. here you will be given tough challenges to test your knowledge. You will get Credit point based on your performance. and a certificate also for clearing the various challenges. This facility is strictly available only to the life time Students.
Unit 1	Challenge 1: Print Invoice and gateway pass from the single entry
Unit 2	Code Challenge II :
Unit 3	Complex Invoice Customisation Challenge
Module 22	Negative Stock Bloking	-
This Module will walk you through the Negative Stock blocking. Stock the negative stock in the vouchers type you wish.
Unit 1	Negative stock blocking
Unit 2	2. Negative Stock Blocking: Playing with the Field Definition - Preview
Module 23	How to upload Image in the Master	-
In This Module we will learn how to upload Images in the Ledger Master
Unit 1	1. Upload Image to the Ledger Master
Unit 2	2. Image Upload in Master
Module 24	Switch N Options	-
This Modules Contains Switch N Options in the Tally TDL and how to use them and how to modify an existing switch or create a new switch.
Unit 1	Switch N Options
Module 25	Item Allocations	-
This Module contains projects about how to code for the Item Allocations/Batch allocations. You can add any extra column, like Gross weight, Bale Number, Bag etc and the same will be fetched in the Main Voucher entry screen automatically same like Qty, Rate and Amount.
Unit 1	A. Item Allocations How to do batch allocations form coding?
Unit 2	B. Item Allocations - II
Unit 3	C. Item Allocations: Taking the field value in the main voucher Entry Screen
Unit 4	D. Item Allocations: Understanding default Tally's behaviour
Unit 5	E. Item Allocations 5 \| Add a total field in the batch allocation form
Unit 6	F. Item Allocations : Calculating Total Qty in the Batch allocation Form
Module 26	Excel Modules	-
This Modules covers Integrations, opening, reading, writing and deleting or modifying Excel, txt, csv files and importing /exporting data from Tally to other Excel, CSV, txt etc.
Unit 1	Excel Integration : Read and write Excel File 1
Unit 2	2. File Input Output \| Write a note pad file through TDL!
Unit 3	File Input output 3
Unit 4	4. Excel Writing
Unit 5	Import Cash Vouchers from Excel- 1
Unit 6	2. Excel Importing
Unit 7	3. Excel Importing
Unit 8	4. Excel Importing
Unit 9	5. Excel Importing
Unit 10	6. Excel Importing
Unit 11	7. Excel Import
Unit 12	8. Excel Importing
Unit 13	9. Excel Importing
Unit 14	10. Excel Importing
Unit 15	11. Excel Importing
Unit 16	12. Excel Importing
Unit 17	13. Excel Importing
Unit 18	14. Excel Importing
Unit 19	15. Excel Importing
Unit 20	16. Excel Importing
Unit 21	17. Excel Importing
Unit 22	18. Excel Importing
Unit 23	19. Excel Importing
Unit 24	20. Excel Importing
Unit 25	21. Excel Importing
Module 27	Functions in TDL	-
This course covers functions in Tally TDL. What is a functions, how to use them and how to write your own functions. Ofcourse without doing a projects you can't understand a functions in Tally TDL. Only those projects which have various functions can help you to understand and use functions properly. This modules is only for understanding functions. You can become experts in using functions only by writing codes for many projects
Unit 1	1. Basics of Functions
Unit 2	2. Basics of Functions
Unit 3	Do you know how to run SQL Query in Tally?
Unit 4	Let's write a wonderful Function and use a collection with this function! (This is surely awesome)
Module 28	Columnar Sales Report How to code Existing Reports	-
In This Module we will learn how to manipulate existing default reports in Tally. We will learn how to change behavior and add new columns, configurations for Columnar sales report and you can apply the same technique to modify any other columnar report as per your need.
Unit 1	Columnar Sales Report : How to code
Unit 2	Columnar Sales Register II
Unit 3	3. Adding a new Column in the Columnar Sales Report
Module 29	Dubai Sales Invoice	-
In This Module we will write a TDL to print an Invoice for a Dubai Based company who are printing their Sales Invoice on a pre printed Stationary In a pre printed stationery, biggest challenge is the alignment and here in this module we will walk from Zero to complete Invoice customisation and trust me you will learn a lot of things here.
Unit 1	Dubai Sales Invoice 1
Unit 2	2. Dubai Vat Invoice Customisation
Unit 3	3. Dubai Vat Invoice
Unit 4	4. Dubai VAT Invoice
Unit 5	5. How to customise Dubai Vat Invoice; Addressing Address Part
Unit 6	6. Dubai Vat Invoice
Unit 7	Dubai Vat Invoice customisation Part 7
Unit 8	Dubai Vat Invoice: Advanced customisation
Unit 9	Adding Page Breaks in Invoice
Module 30	xml and json (Very helpful to become an expert in Tdl and Integration of Tally data)	-
This Module explains about xml and json and how it is useful in tdl as well as in integrations. If you master yourself in xml/json and if you know other software you can integrate your Tally with other softwares or even if you don't know other softwares you still can integrate Tally with the help of the developer of the other software.
Unit 1	xml/json - Preview

This course helped me to get into TDL

I am Kirana Hiremath , I am Tally trainer and I know how the tally is easy accounting software used...

Kirana Hiremath

Tally Trainer

Drushtant Infoweb

2022-02-27T19:49:52+05:30

Kirana Hiremath

Tally Trainer

I am Kirana Hiremath , I am Tally trainer and I know how the tally is easy accounting software used by many business firms. By customization tally can be more easier for all types of accounting. and TDL helps us to do that. And this course helped me to get into TDL. Mahendra sir is a good mentor. And one thing I wish to tell that, if we have any doubt first he will make us to solve our doubt by ourselves and after so many attempts if we could not solve it definitely he is available at any time. Its amazing learning with sir. Thank you sir

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Very good and friendly in teaching approach

An honest and professional testimonial. Much patience in understanding the customers/students requirement and also understand the levels of skills and...

Adisesha Sai M

Accounts Manager, Agave Industries India Pvt., Ltd., Located in PTM- B.Kothakota 517391

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2016-05-21T06:55:58+05:30

Adisesha Sai M

Accounts Manager, Agave Industries India Pvt., Ltd., Located in PTM- B.Kothakota 517391

An honest and professional testimonial. Much patience in understanding the customers/students requirement and also understand the levels of skills and build the career for effective use of Tally.ERP 9. He is very good and friendly in teaching and very much particular to the learner's side to give confidence. Always available and can solve the problem on fingertips, He is not doing tally selling business he is just spreading the tally knowledge in a user-friendly manner. I can write more but words or confusing but simply simple broadly helpful.

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"We are in the Health Care Industry in Kerala and have been a Tally ERP user and have been a Tally ERP user For the last 3 years. I now know why it is the leading the accountancy software in India and why it the accountancy software in India and why it has such an international outreach. Tally seems to have taken care of every aspect of to have taken care of every aspect of accountancy : ordinary bookkeeping , inventory, taxation , pay roll , and and many many more. IVision infotech and its main stay Mahendra Rana have been great service providers. In fact, I learned Tally basics and beyond only through the regular coaching and support of Mahendra Rana. His 24 hours online support and training as well as setting up and maintenance is highly commendable. I would highly recommend Tally ERP to any business and especially...

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Director

A.M. Hospital

Karunagappally

Kerala.

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Director

A.M. Hospital

Karunagappally

Kerala.

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A strong support to handle the confusion in Accounts

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Chennai

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Regn. Date 2nd May 2016

Am basically a non-commerce student but accidentally came into the field of Accounts , and with no guidance or support I joined a company for a Accounts Job . Oh yes ,on the very first week of my new job , I messed up things and even thought to say goodbye to this job and thought to run away . But then i got a helping hand named Mahendra , who made me retain in this job and till the moment giving me support in my job . I sincerely convey my heart filled thanks and gratitude to Mahendra , the person who made to strong enough to handle the confusion and made me confidently take up my work.

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Wonderful learning experience

I am Rahul Jinde from Pune, Maharashtra, India. I have completed my Graduation in Commerce. After graduation, I had immediately...

Rahul Jinde,

JINDE KNOWLEDGE HUB

Tally Sales & Service Partner, Pune
Pune, India

Student Regn. Number 7213
Course Joined, Tally TDL

Date of Join : 27th May, 2016

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2016-06-06T14:53:27+05:30

Rahul Jinde,

JINDE KNOWLEDGE HUB

Tally Sales & Service Partner, Pune
Pune, India

Student Regn. Number 7213
Course Joined, Tally TDL

Date of Join : 27th May, 2016

I am Rahul Jinde from Pune, Maharashtra, India. I have completed my Graduation in Commerce. After graduation, I had immediately joined to Towel Export Company in Solapur, Maharashtra, India as an Account Assistant. In recent era most of the organization uses Tally for accounting purpose. In our company Tally uses full fledged with inventory & taxation module. I have learned a lot in our organization. I do share one interesting event happened while doing service. Tally had launched one scheme for students ‘Earn while Learn’. I have participated & done more that 10 activations while learning Tally on that scheme. Its given inspiration to my career in Tally. After successful completion of my 8 years service, I have decided to move Pune. When I have decided to move Pune, I have two options shall I go with again service or business. I have decided to go with the business. But again so many questions in front of me which business, etc?. With the help of my ‘Guru’s, My Family Members, Friends I have chosen my career in Tally World & I have become Tally Partner recently. I am a knowledgeable person in the field of Tally.ERP9 but again If you want to survive in the field of Tally, you should know TDL. So, I have decided to learn TDL & joined most experienced person Mr. Mahendra Rana Sir. It is an absolutely very wonderful learning experience with him & his organization. Long way to go now.

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This course helped me to get into TDL

I am Kirana Hiremath , I am Tally trainer and I know how the tally is easy accounting software used...

Kirana Hiremath

Tally Trainer

Drushtant Infoweb

2022-02-27T19:49:52+05:30

Kirana Hiremath

Tally Trainer

https://tallynine.com/testimonials/this-course-helped-me-to-get-into-tdl/

Very good and friendly in teaching approach

An honest and professional testimonial. Much patience in understanding the customers/students requirement and also understand the levels of skills and...

Adisesha Sai M

Accounts Manager, Agave Industries India Pvt., Ltd., Located in PTM- B.Kothakota 517391

Drushtant Infoweb

2016-05-21T06:55:58+05:30

Adisesha Sai M

Accounts Manager, Agave Industries India Pvt., Ltd., Located in PTM- B.Kothakota 517391

https://tallynine.com/testimonials/very-good-and-friendly-in-teaching-approach/

A Great Service Providers

Dr. Fuad Jaleel

Director

A.M. Hospital

Karunagappally

Kerala.

Drushtant Infoweb

2016-05-21T06:59:10+05:30

Dr. Fuad Jaleel

Director

A.M. Hospital

Karunagappally

Kerala.

https://tallynine.com/testimonials/a-great-service-providers/

A strong support to handle the confusion in Accounts

Am basically a non-commerce student but accidentally came into the field of Accounts , and with no guidance or support...

Vijaya Laxmi

Chennai

Registered for the Tally.ERP 9 Life Time Course

Regn. Number 6013

Regn. Date 2nd May 2016

Drushtant Infoweb

2016-05-28T22:48:03+05:30

Vijaya Laxmi

Chennai

Registered for the Tally.ERP 9 Life Time Course

Regn. Number 6013

Regn. Date 2nd May 2016

https://tallynine.com/testimonials/a-strong-support-to-handle-the-confusion-in-accounts/

Wonderful learning experience

I am Rahul Jinde from Pune, Maharashtra, India. I have completed my Graduation in Commerce. After graduation, I had immediately...

Rahul Jinde,

JINDE KNOWLEDGE HUB

Tally Sales & Service Partner, Pune
Pune, India

Student Regn. Number 7213
Course Joined, Tally TDL

Date of Join : 27th May, 2016

Drushtant Infoweb

2016-06-06T14:53:27+05:30

Rahul Jinde,

JINDE KNOWLEDGE HUB

Tally Sales & Service Partner, Pune
Pune, India

Student Regn. Number 7213
Course Joined, Tally TDL

Date of Join : 27th May, 2016

https://tallynine.com/testimonials/wonderful-learning-experience/

Drushtant Infoweb