Tally Document manager for Tally.ERP 9

© Tally Solutions Pvt. Ltd. All Rights Reserved

Tally Document Manager for Tally.ERP 9

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 2

Agenda

• Tally Document Manager – An Overview

• Structure of Tally Document Manager

• Tally Document Manager for Tally.ERP 9

• Process Flow

• Primary Requirement

• Tally.ERP 9 – Fitment


Structure of Tally Document Manager


Tally Document Manager – An Overview

Data entry operator enters a transaction in Tally.ERP 9

Tally Document Manager(TDM)

TDM executable opens on click of button in transaction

Data entry operator chooses the supporting file in TDM

Supporting file is copied in central file repository

File location is stored in Tally.ERP 9

View the files in Tally.ERP 9 with a click of a button


Primary Requirement – Tally Document Manager

Category / Module Major Requirement Explanation

Tally Document Manager

Files upload facility in master

Facility is provided to upload multiple files through masters in Tally.ERP 9

Files upload facility in transaction

Facility is provided to upload relevant files in any format through transaction. These documents are stored in central repository with file’s location stored in Tally.ERP 9

TDM executable TDM executable provides a gateway for user to upload files through masters and transactions

File download and view facility

Facility is provided to download, view/alter and save files using Tally.ERP 9 within local system or in various networking environment.


Tally.ERP 9 Fitment – Tally Document Manager

SL No. Requirement Part of Tally.ERP 9 Part of Solution

1 Masters Yes

2 Transactions Yes

3 File upload facility Yes

4 File transfer to central repository Yes

5 File’s path storage Yes

6 File download facility Yes

7 View files Yes


Process Flow – Tally Document Manager

Office network LAN

Tally Document Manager(TDM)

User can select supporting files in Tally.ERP 9 through TDM executable and save the same in

Central file

repository

Local machine Network Drop Box

User can view the supporting files in Tally.ERP 9


Key Benefits

Serial No. Explanation

1 One-Click access to supporting documents in any file format

2 Access from Daybook report directly to check files in the transaction

3 Drop box integration for remote access – Easy audit capability

4 Unlimited files attachment in masters and transactions

5 Files accessible across the network in a LAN environment

6 Business owners can view supporting document relating to every single business transaction

© Tally Solutions Pvt. Ltd. All Rights Reserved

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Tally Document manager for Tally.ERP 9

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