FAQ

Rely - Frequently Asked Questions

  • To delete a company, go to Main Menu > Delete Company and press ENTER key and click on OK button.
  • In Company Code, press ENTER, list of all the companies will be displayed.
  • Now, select the desired company for deletion and press ENTER.
  • Once you select the company for deletion, the software will give you a warning message.
  • To delete the company, click on YES button. Your Company will be deleted.

 

For detailed help, please Click Here

  • To create an Account, go to Master > Account > Add/Edit and press ENTER.
  • Accounts entry form will open.
  • Enter details such as Account Name, Group Code, Address, Transport, etc.you can enter the fields you want and leave rest of the fields blank and proceed.
  • In GST Information section, enter other details such as GSTIN, GSTIN Date, Distance, State, Type of Assesses, Distance (km), etc.You can enter the fields you want and leave rest of the fields blank and proceed.
  • In ‘Do you confirm?’ select YES option and press ENTER. Your account will be created.

 

For detailed help, please Click Here

  • To edit an Account, go to Master > Account > Add/Edit and press ENTER.
  • In Account Name, type the name of the account you want to edit and press ENTER.
  • You are now in account details section. Here, you can add, delete or modify all the details.
  • Once all the changes are done, then in ‘Do you confirm?’ select YES option and press ENTER. Your Account will be edited.

 

For detailed help, please Click Here

  • To create new company, go to Main Menu > Create Company and press Enter
  • Enter the details such as Company Code, Name, Office/Factory Address, PAN, Mobile Number etc.You can enter the fields you want to leave rest of the the fields blank and proceed.
  • If GST is applicable in your company then select "Y" (for Yes), otherwise Select "N" (for No)
  • Foll other details such as Assesses Type, GST Number, GSTIN Date, GST Applicable Date, State Code, HSN Code etc. You can enter the fields you want and leave rest fields blank and processed.
  • In "Do you confirm ?" Select "Yes" option and press ENTER. Your company will be created.

 

For detailed help, please Click Here

  • To delete an Account, go to Master > Account > Add/Edit and press ENTER.
  • Account Master entry form will open.
  • In Account Name, press ENTER, list of accounts will be displayed. Here, type the name of the account which you want to delete.
  • After selecting the account, press TAB key and then press DELETE.
  • In ‘Do you confirm?’ select YES option and press ENTER. Your Account will be deleted.

 

For detailed help, please Click Here

  • To create an Item, go to Master > Item > Add/Edit and press ENTER.
  • Item entry form will open.
  • Enter details such as Name, Group, Unit of Measure, Opening Balance, Opening Value, HSN Code etc.You can enter the fields you want and leave rest of the fields blank and proceed.
  • Likewise enter all the other details and in ‘Do you confirm?’ select YES option and press ENTER. Your Item will be created.

 

For detailed help, please Click Here

  • To edit an Item, go to Master > Item > Add/Edit and press ENTER.
  • In Item Name, type the name of the item you want to edit and press ENTER.
  • You are now in item details section. Here, you can add, delete or modify all the details.
  • Once all the changes are done, then in ‘Do you confirm?’ select YES option and press ENTER. Your Item will be edited.

 

For detailed help, please Click Here

  • To delete an Item, go to Master > Item > Add/Edit and press ENTER.
  • In Item Name, press ENTER, complete list of items will be displayed. Here, type the name of the item which you want to delete.
  • After selecting the item name, press TAB key and then, press DELETE.
  • In ‘Do you confirm?’ select YES button and press ENTER. Your Item will be deleted.

 

For detailed help, please Click Here

  • To create a Transport, go to Master > Others > Transport > Add/Edit and press ENTER.
  • Press Left Arrow key twice. transports entry form will open.
  • Enter all the details such as Name, Phone Number, Transporter ID, GSTIN and Transport Mode.
  • After entering all details, in "Do you confirm ?" select "Yes" option and press ENTER. Your transport will be created.

 

For detailed help, please Click Here

  • To edit Transport, go to Master > Others > Transport > Add/Edit and press ENTER.
  • Select/Type the name of the transport which you want to edit from the list of the transports.
  • You are now in transport details section. Here, you can add, delete or modify all the details.
  • Once all the changes are done, then in ‘Do you confirm?’ select YES option and press ENTER. Your Transport will be edited.

 

For detailed help, please Click Here

  • To delete Transport, go to Master > Others > Transport > Add/Edit and press ENTER.
  • Select/type the name of the transport which you want to delete.
  • After selecting the transport, press DELETE key.
  • In ‘Do you confirm?’ select YES button and press ENTER. Your Transport will be deleted

 

For detailed help, please Click Here

  • To create a Day-book, go to Master > Daybook > Add/Edit and press ENTER.
  • Day-books entry form will open.
  • Enter details such as Name, Type, etc.You can enter the fields you want and leave rest of the fields blank and proceed.
  • Once all the details are entered, then in ‘Do you confirm?’ select YES option and press ENTER. Your day-book will be created

 

For detailed help, please Click Here

  • To edit Day-book, go to Master > Daybook > Add/Edit and press ENTER.
  • Day-book entry form will open.
  • In Name, press ENTER, list of day-books will be displayed.
  • Select the day-book you want to modify and click on OPEN button or press ENTER.
  • Once all the changes are done, then in ‘Do you confirm?’ select YES option and press ENTER. Your day-book will be edited.

 

For detailed help, please Click Here

  • To delete Day-book, go to Master > Daybook > Add/Edit and press ENTER.
  • Day-book entry form will open.
  • In Name, press ENTER, list of day-books will be displayed.
  • Select the day-book you want to delete and press TAB button or press ENTER. Your day-book will get deleted.
  • If no transactions are entered in this day-book, then on clicking YES button, your day-book will get deleted.
  • Otherwise, you need to delete all the transactions from this day-book and then delete this day-book.

 

For detailed help, please Click Here

  • To Transfer Balances, go to Main Menu > Transfer.
  • Enter details here such as From Company, To Company, etc.
  • Check all the required options and press ENTER.
  • In "Do you confirm?", select YES option and press ENTER. Your Balance Transfer will be done successfully.

 

For detailed help, please Click Here

  • For Accounts Opening entry, go to Accounts > Opening Balance > All Accounts.
  • Opening Balance entry form will open.
  • Select the Account in which you want to enter opening balance by pressing ALT+F shortcut keys.
  • Press ENTER in Debit/Credit field and enter the opening balance amount for the selected account and again press ENTER.
  • Once done, press ESC key. Your Accounts Opening Balance entry is done.

 

For detailed help, please Click Here

  • For Item Opening Stock entry, go to Master > Item > Add/Edit.
  • Item entry form will open.
  • Press ENTER in Item Name and select the item in which you want to enter opening balance.
  • Enter details such as Opening Balance and Opening Value.
  • In ‘Do you Confirm?’, select YES option and press ENTER. Your Item opening balance entry will be done.

 

For detailed help, please Click Here

  • For Mill/Other Jobber opening entries, first create Issue/Receive daybook from Master > Accounts > Add/Edit.
  • Go to Inventory > Other Issue > Other Issue.
  • Enter all the necessary fields such as Account, Item, Rate, etc.
  • In ‘Do you Confirm?’, select YES option and press ENTER.

 

For detailed help, please Click Here

  • Go to Utilities > Edit Company Information and press Enter key.
  • Company Details will open. Press Enter key.
  • In State of Supply, select Customer option and press Enter key.
  • Save Company details. Press ESC key.
  • Go to Transaction > Sale and press Enter key.
  • List of day-books will be displayed, select the desired day-book and press Enter key.
  • Enter details here such as Date, Account Code and Delivery Code.
  • In GST Information section, State of Supply will be by default set as per Account Code.
  • Enter all the other details and save the invoice.

 

For detailed help, please Click Here

  • Go to Utilities > Edit Company Information and press Enter key.
  • Company Details will open. Press Enter key.
  • In State of Supply, select Customer option and press Enter key.
  • Save Company details. Press ESC key.
  • Go to Transaction > Sale and press Enter key.
  • List of day-books will be displayed, select the desired day-book and press Enter key.
  • Enter details here such as Date, Account Code and Delivery Code.
  • In GST Information section, State of Supply will be by default set as per Account Code.
  • Enter all the other details and save the invoice.

 

For detailed help, please Click Here

  • Go to Master > Daybook > Add/Edit and press Enter key.
  • Daybook entry form will open. In Name, press Enter key and select the daybook in which you want to enable taka details, from the list of daybooks displayed.
  • Selected daybook's details will be displayed. Here you can add, delete or modify all the details.
  • In Taka Details, enter Y here to enable taka details field.
  • Once all the changes are done, then in ‘Do you confirm?’ select Yes option and press Enter key. Taka Details will get enabled in the daybook.
  • For Sales Transaction with Taka Details, Go to Transaction > Sale and press Enter key.
  • List of day-books will be displayed, select the day-book in which you have enabled Taka Details and press Enter key.
  • In Item entry section, select the Item and then press Enter key. Now enter M and press Enter key. Taka Details field will be displayed. Here, you can enter the taka details. Once done, press ESC key.
  • Next, enter the Rate and all the other details.
  • Once done, press ESC key and save the invoice.
  • This is how you can enable Taka Details in daybook and use it in transactions.

 

For detailed help, please Click Here

  • For Sales Invoice with Item wise Discount, go to Utilities > Setup > Books and press Enter key.
  • List of day-books will be displayed, select the day-book in which you want to enable Screen Master and press Enter key.
  • Select Fields Setup here, from the list of options displayed and press Enter key.
  • Select Discount - Item Wise option and press Enter key. A tick mark will be seen on the right side.
  • Press ESC key.
  • In 'Save', select YES option and press Enter key. Discount - Item Wise will get enabled in the transactions.
  • Next, go to Transaction > Sale and press Enter key.
  • List of day-books will be displayed, select the day-book in which you have enabled Discount - Item Wise and press Enter key.
  • In Item entry section, select the Item and then press Enter key. Enter quantity in Cut/Pcs/Mts field and then enter Rate. Discount % field will be displayed. Enter discount percentage here and press Enter key. Discount Amount will get calculated. Press Enter key and line item amount will be displayed accordingly.
  • Enter all the other details such as Discount, Freight, etc and save the invoice.

 

For detailed help, please Click Here

  • For Bill Terms Settings, go to Utilities > Setup > Books and press Enter key.
  • List of day-books will be displayed, select the day-book in which you want to do Bill Terms Settings and press Enter key.
  • Select Formula here, from the list of options displayed and press Enter key.
  • Press Down-Arrow key and select AMTX. Press Enter key.
  • In Percentage % column, enter Y and then press ESC key.
  • When Rely prompts, 'Do you Confirm?', select YES option and press Enter key.
  • Now, select Field Setup and press Enter key.
  • Select Method 2 option here and press Enter key. A tick mark will be seen on the right side.
  • Press ESC key.
  • In 'Save', select YES option and press Enter key.
  • Now, go to Transaction > Sale and press Enter key.
  • List of day-books will be displayed, select the day-book in which you have done bill term settings and press Enter key.
  • Fill in all the details/fields one by one. Enter Discount % and AMTX and net amount will be calculated as per the settings done in the bill term.
  • Once done, press ESC key to save the invoice.

 

For detailed help, please Click Here

  • For Cash Sales Transaction, go to Transaction > Sale and press Enter key.
  • List of day-books will be displayed, select the day-book in which you want to do Cash Sales Transaction and press Enter key.
  • Entry form for the selected daybook will open. Enter date and document number.
  • In Account, press F4 key and select Cash Sales account from the list of accounts displayed.
  • In Item entry section, select the item and then directly enter the amount. Fill in the other details.
  • Once all the details are entered, click on SAVE button.

 

For detailed help, please Click Here

  • To Show Outstanding Amount, go to Utilities > Setup > Other and press Enter key.
  • Select All and press Enter key.
  • Here, select Show Outstanding in Sales/Purchase and press Enter key.
  • Cursor will be seen on Yes/No field. Enter Y here and press ESC key.
  • When Rely prompts, 'Would you like to Save?', select YES and press Enter key.
  • Press ESC key.
  • Next, go to Transaction > Sale and press Enter key.
  • List of day-books will be displayed, select the desired day-book and press Enter key.
  • Selected daybook's entry form will open. In Invoice Number, enter the invoice number for which you want to view the outstanding amount.
  • Press Enter key. Outstanding Amount for that invoice will be displayed.

 

For detailed help, please Click Here

  • For Sales Transaction for SEZ Customer, go to Master > Account > Add/Edit and press Enter key.
  • Account entry form will open. In Name, press Enter key and select the account in which you want to do Sales Transaction for SEZ Customer.
  • Selected account's details will be displayed. In Located in SEZ? - Enter Y here.
  • Press Enter key and when Rely prompts, 'Do you Confirm?', select YES option and press Enter key.
  • Next, go to Transaction > Sale and press Enter key.
  • List of day-books will be displayed, select the day-book in which you want to do Sales Transaction for SEZ Customer and press Enter key.
  • Entry form for the selected daybook will open. Enter date and document number.
  • In Account, press F4 key and select the SEZ account from the list of accounts displayed.
  • In GST Information section, enter Invoice Type, Export Port & Bill No, Export Bill Date, Invoice Sub Type, GST Calculation, etc.
  • Once all the details are entered, save the invoice.

 

For detailed help, please Click Here

  • To Apply TDS on Taxable Amount, go to Utilities > Setup > Books and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key.
  • Select Method 2 option here, from the list of options displayed and press Enter key.
  • In 'TDS on amount including GST?', enter Y here, to apply TDS on Net Amount. Otherwise, enter N, to apply TDS on Taxable Amount. A tick mark will be seen on the right side.
  • Press ESC key.
  • In 'Save', select YES option and press Enter key.
  • Next, go to Transaction > Purchase and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key.
  • Fill in all the details/fields one by one and save the invoice.
  • Invoice will get saved and TDS will be applied on the taxable amount of the invoice.

 

For detailed help, please Click Here

  • To modify GST Taxable value and Tax amount, go to Transaction > Purchase and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key.
  • Entry form for the selected daybook will open. Enter all the details here.
  • In GST Details section, press Enter key, cursor will be displayed at Assessable value field. You can modify the assessable value now.
  • Once done, press Enter key, cursor will be displayed at GST Amount field. You can modify the same. Once done, press Enter key.
  • Press ESC key.
  • When Rely prompts, 'Do you Confirm?', select Yes option and press Enter key. Invoice will get saved.

 

For detailed help, please Click Here

  • To do Year-end Process, go to Utilities > Company > Year End Process.
  • Year Ending Process form will open.
  • Details will be already entered here, however if you wish you can change them and press ENTER.
  • In ‘Do you Confirm?’, select YES option and press ENTER. Your Year-end Process will be done.

 

For detailed help, please Click Here

  • To edit an existing company, go to Main Menu > Select Company and press ENTER.
  • In Company Code, press ENTER and select the company you want to modify.
  • Once you enter in the Company menu, go to Utilities > Company > Edit Company Information and press ENTER.
  • Company Information editing form will open. You can modify all the details from here.
  • Once all the details are modified, then in ‘Do you Confirm?’, select YES option and press ENTER. Your Company details will be modified.

 

For detailed help, please Click Here

  • To Apply TDS on Taxable Amount, go to Utilities > Setup > Books and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key..
  • Select Method 2 option here, from the list of options displayed and press Enter key..
  • In 'TDS on amount including GST?', enter Y here, to apply TDS on Net Amount. Otherwise, enter N, to apply TDS on Taxable Amount. A tick
    mark will be seen on the right side.
  • Press ESC key.
  • In 'Save', select YES option and press Enter key.
  • Next, go to Transaction > Purchase and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key.
  • Fill in all the details/fields one by one and save the invoice.
  • Invoice will get saved and TDS will be applied on the taxable amount of the invoice.

For detailed help, please  Click Here

  • To Apply TDS on Taxable Amount, go to Utilities > Setup > Books and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key..
  • Select Method 2 option here, from the list of options displayed and press Enter key..
  • In 'TDS on amount including GST?', enter Y here, to apply TDS on Net Amount. Otherwise, enter N, to apply TDS on Taxable Amount. A tick
    mark will be seen on the right side.
  • Press ESC key.
  • In 'Save', select YES option and press Enter key.
  • Next, go to Transaction > Purchase and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key.
  • Fill in all the details/fields one by one and save the invoice.
  • Invoice will get saved and TDS will be applied on the taxable amount of the invoice.

For detailed help, please  Click Here

  • To Apply TDS on Taxable Amount, go to Utilities > Setup > Books and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key..
  • Select Method 2 option here, from the list of options displayed and press Enter key..
  • In 'TDS on amount including GST?', enter Y here, to apply TDS on Net Amount. Otherwise, enter N, to apply TDS on Taxable Amount. A tick
    mark will be seen on the right side.
  • Press ESC key.
  • In 'Save', select YES option and press Enter key.
  • Next, go to Transaction > Purchase and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key.
  • Fill in all the details/fields one by one and save the invoice.
  • Invoice will get saved and TDS will be applied on the taxable amount of the invoice.

For detailed help, please  Click Here

  • To Apply TDS on Taxable Amount, go to Utilities > Setup > Books and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key..
  • Select Method 2 option here, from the list of options displayed and press Enter key..
  • In 'TDS on amount including GST?', enter Y here, to apply TDS on Net Amount. Otherwise, enter N, to apply TDS on Taxable Amount. A tick
    mark will be seen on the right side.
  • Press ESC key.
  • In 'Save', select YES option and press Enter key.
  • Next, go to Transaction > Purchase and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key.
  • Fill in all the details/fields one by one and save the invoice.
  • Invoice will get saved and TDS will be applied on the taxable amount of the invoice.

For detailed help, please  Click Here

  • To Apply TDS on Taxable Amount, go to Utilities > Setup > Books and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key..
  • Select Method 2 option here, from the list of options displayed and press Enter key..
  • In 'TDS on amount including GST?', enter Y here, to apply TDS on Net Amount. Otherwise, enter N, to apply TDS on Taxable Amount. A tick
    mark will be seen on the right side.
  • Press ESC key.
  • In 'Save', select YES option and press Enter key.
  • Next, go to Transaction > Purchase and press Enter key.
  • List of day-books will be displayed, select the desired purchase day-book and press Enter key.
  • Fill in all the details/fields one by one and save the invoice.
  • Invoice will get saved and TDS will be applied on the taxable amount of the invoice.

 

For detailed help, please  Click Here