Tally Document Manager for Tally ERP 9 Tally

Tally Document Manager for Tally. ERP 9 © Tally Solutions Pvt. Ltd. All Rights Reserved

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 © Tally Solutions Pvt. Ltd. All Rights Reserved 2

Structure of Tally Document Manager © Tally Solutions Pvt. Ltd. All Rights Reserved 3

Tally Document Manager – An Overview © Tally Solutions Pvt. Ltd. All Rights Reserved 4

Primary Requirement – Tally Document Manager Category / Module Tally Document Manager Major Requirement Explanation 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 provides a gateway for user to upload files through masters and transactions File download and view Facility is provided to download, view/alter and save files facility using Tally. ERP 9 within local system or in various networking environment. © Tally Solutions Pvt. Ltd. All Rights Reserved 5

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 6 File download facility 7 View files © Tally Solutions Pvt. Ltd. All Rights Reserved Yes Yes 6

Process Flow – Tally Document Manager © Tally Solutions Pvt. Ltd. All Rights Reserved 7

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 8

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