Contact person: Business Client

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Location: Delhi, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I want a Tally expert to build a concise in-system report that mirrors the figures shown in my sample table. The final output must be a Summary Report, viewable directly inside Tally (ERP 9 or Prime), containing these columns:

• Total O/S
• O/S due as on (30-day ageing)
• CN Pending

I also need the report to run the same basic calculations I now handle manually, such as the 30-day ageing on outstanding amounts and the variable credit-note adjustment. All formulas should recalculate automatically whenever I refresh ledger data, so I can export or print the latest numbers with one click.

You may use TDL, default Tally configurations, or a smart combination of voucher-class settings and data filters—as long as the solution stays native to Tally and no external add-ins are required.

Deliverables:
1. Step-by-step setup guide (so I can repeat it on a new company file).
2. The live report configured in my system via remote session or a portable XML import file.
3. Brief notes on where to enter the CN Pending variable each period.

This is a small, focused task; I’m mainly after a working template rather than a full-scale dashboard." (client-provided description)