Tally ERP 9 for Temple Trust Tally Solutions

Tally. ERP 9 for Temple & Trust © Tally Solutions Pvt. Ltd. All Rights Reserved

Agenda • Temple & Trust – An Overview • Structure of Temple & Trust Operations • Tally. ERP 9 for Temple & Trust • Business Process Flow • Primary Requirement • Tally. ERP 9 – Fitment © Tally Solutions Pvt. Ltd. All Rights Reserved 2

Structure of Temple & Trust Operations Pooja Management MIS Reports Temple & Trust Regional Language Support Accounts Management Donations Management © Tally Solutions Pvt. Ltd. All Rights Reserved Trust Activities 3

Temple & Trust – An Overview © Tally Solutions Pvt. Ltd. All Rights Reserved 4

Temple & Trust – Pooja Management MIS Reports Temple & Trust Regional Language Support Accounts Management Donations Management © Tally Solutions Pvt. Ltd. All Rights Reserved Trust Activities 5

Process Flow – Pooja Management © Tally Solutions Pvt. Ltd. All Rights Reserved 6

Primary Requirement – Pooja Management Category / Module Pooja Management Major Requirement Explanation Regular pooja During daily pooja/sevas, devotees come for different types of pooja like nivedyam, pushpanjali, soorya pooja, shani pooja, ganesh pooja and the respective receipts are to be printed. Booking management for special pooja Pooja date and time is booked in advance by the devotee on specific future event like birthday, marriage or festival. It is useful if the nakshatra and other details of the devotee can be printed in receipts. Pooja calendar showing the reservation dates and seva dates would be useful to temple management and booking office. The status like available, blocked, not available and instant booking option is useful to temple administration. SMS reminders Reminder to priest about the special pooja through SMS would help for better planning and preparations. Priest commission management Several temples pay the priests based on number of pooja, the priest performed during the month. The commission percentages keep changing with seasons and also vary based on pooja types. © Tally Solutions Pvt. Ltd. All Rights Reserved 7

Tally. ERP 9 Fitment – Pooja Management SL No. Requirement Part of Tally. ERP 9 Part of Solution 1 Pooja price management Yes 2 Pooja types (eg: pushpanjali, nivedyam etc. ) Yes 3 Pooja price management Yes 4 Pooja receipts Yes 5 Printing receipts 6 Special pooja booking Yes 7 Special pooja devotee details Yes 8 Priest availability Yes 9 Deity availability Yes 10 Pooja scheduling Yes 11 Pooja stocks availability Yes 12 Priest commission management Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Yes Contd. . 8

Tally. ERP 9 Fitment – Pooja Management SL No. Requirement Part of Tally. ERP 9 Part of Solution 13 Cancellation of special pooja Yes 14 Rescheduling of pooja Yes 15 Reminders to priest through SMS Yes 16 Deity creation Yes 17 Festival pricing management Yes 18 VIP pooja reminders Yes 19 Visiting priest/saints management Yes 20 Stock updates (oil, ghee etc. ) Yes 21 Pooja expenditure management Yes 22 Price level creation Yes 23 Pooja timetable Yes 24 Advance payment management for special pooja Yes © Tally Solutions Pvt. Ltd. All Rights Reserved 9

Temple & Trust – Regional Language Support Pooja Management MIS Reports Temple & Trust Regional Language Support Accounts Management Donations Management © Tally Solutions Pvt. Ltd. All Rights Reserved Trust Activities 10

Primary Requirement – Regional Language Support Category / Module Regional Language Support Major Requirement Explanation Pooja details in local language Temple priests prefer the pooja details printed in the local language, as the complex names of pooja’s are better pronounced, written, read in local languages. Nakshtra (star names), gothra, raashi (sun signs), deity names, upadevathas. Printing receipts The pooja receipts and donations receipts can be printed in local language for the devotees. Switching language The languages can be switched between english and local language and two different regional languages. The same temple operating in different states can alter language and use the same software and reporting formats. Reports The management reports, pooja reports can be seen in the local language. Communication Letters The “Thank you” letters or temple event communications can be printed in the local language. © Tally Solutions Pvt. Ltd. All Rights Reserved 11

Tally. ERP 9 Fitment – Regional Language Support SL No. Requirement Part of Tally. ERP 9 Part of Solution 1 Pooja details in local language Yes 2 Nakshtra (Star names) in local language Yes 3 Gothra in local language Yes 4 Raashi (Sun signs) in local language Yes 5 Deity names in local language Yes 6 Upadevathas in local language Yes 7 Print receipts in local language Yes 8 Switch languages for complete user interface Yes 9 Temple reports in regional language Yes 10 Pooja reports in regional language Yes 11 Event communication letters in regional language Yes 12 “Thank you” letters in regional language Yes © Tally Solutions Pvt. Ltd. All Rights Reserved 12

Temple & Trust – Donations Management Pooja Management MIS Reports Temple & Trust Regional Language Support Accounts Management Donations Management © Tally Solutions Pvt. Ltd. All Rights Reserved Trust Activities 13

Process Flow – Donations Management © Tally Solutions Pvt. Ltd. All Rights Reserved 14

Primary Requirement – Donations Management Category / Module Donations Management Major Requirement Explanation Donor details management Several details of the donors need to be collected like name, date of birth, nakshatras, marriage dates, family details. The donor databases will help in understanding the popularity of temple and increased devotees. Donor classifications Donors can be classified as regular donors or occasional donors. Regular donors get temple letters and communications through the post. Donation receipts The donation receipts need to be printed with a note saying Thank you and the donor details. Donor remarks Specific purpose related donations are tracked to ensure the donation amount is spent for the same purpose. eg: a donation for food is spent for distributing the food. © Tally Solutions Pvt. Ltd. All Rights Reserved 15

Tally. ERP 9 Fitment – Donations Management SL No. Requirement Part of Tally. ERP 9 Part of Solution 1 Donor basic details management 2 Donor pictures, horoscope, nakshtra details Yes 3 Gold, jewellery, silver, other donations Yes 4 Donation history Yes 5 Donation purpose Yes 6 Donation filters Yes 7 Regular/non-regular donors classification Yes 8 Donor letter communication for events Yes 9 Receipts for donations 10 “Thank you” emails for donors Yes 11 Donor address on envelope for letters Yes 12 Donor remarks Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Yes 16

Temple & Trust – Trust Activities Pooja Management MIS Reports Temple & Trust Regional Language Support Accounts Management Donations Management © Tally Solutions Pvt. Ltd. All Rights Reserved Trust Activities 17

Process Flow – Trust Activities © Tally Solutions Pvt. Ltd. All Rights Reserved 18

Primary Requirement – Trust Activities Category / Module Trust Activity Management Major Requirement Explanation Funds management and temple maintenance Trust maintains the funds and manages the temple activities. Loans used by the temple, donations, daily collections, receipts and payments made, food expenditure, government sanctions are all accounted and kept track of. Regular maintenance activities like repairs, electricity expenses, painting are handled by the trust. Trust membership management Trust member details are to be recorded with details like membership fees paid, pictures of members, date of association etc. Meetings of management and trust decisions made can also be recorded. Events and advertisement management Festival related events, functions, marriages conducted in temple area needs to be organized. Accounts need to be maintained to know the exact expense. Temple employee and payroll management Several volunteers and devotees work for temple for free. The regular temple employees like accountants, cleaning personnel, priests’ salaries and attendance needs to be tracked. Temple shops and space management Temple space is used by different vendors for selling fruits, incense sticks and other pooja materials. The temple halls are also used for marriages, the charges are collected by the trust. © Tally Solutions Pvt. Ltd. All Rights Reserved 19

Tally. ERP 9 Fitment – Trust Activities SL No. Requirement Part of Tally. ERP 9 Part of Solution 1 Funds management Yes 2 Loans management Yes 3 Government sanctions management Yes 4 Trust membership management Yes 5 Member pictures Yes 6 Construction, repair expenses Yes 7 Painting expenses Yes 8 Water expenses Yes 9 Electricity expenses Yes 10 Temple space maintenance Yes 11 Temple prasadam, idol sales Yes 12 Temple shop rent collection Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Contd. . 20

Tally. ERP 9 Fitment – Trust Activities SL No. Requirement Part of Tally. ERP 9 Part of Solution 13 Event management Yes 14 Festival management and expenses Yes 15 Facility booking Yes 16 Festival announcement advertisement expenses Yes 17 Newspaper and television advertisement expenses Yes 18 Employee database management Yes 19 Priest payroll management Yes 20 Priest commissions, attendance, salary Yes 21 Temporary and maintenance staff Yes 22 Visiting saints management Yes © Tally Solutions Pvt. Ltd. All Rights Reserved 21

Temple & Trust – Accounts Management Pooja Management MIS Reports Temple & Trust Regional Language Support Accounts Management Donations Management © Tally Solutions Pvt. Ltd. All Rights Reserved Trust Activities 22

Primary Requirement – Accounts Management Category / Module Accounts Management Major Requirement Explanation Statement of accounts Balance sheet, profit and loss statements in schedule VI format, trial balance are needed for the management to track the profitability and expenses. Wealth tax Under income tax act, the income of a private religious trust not ensuring to the benefit of the public at large shall not be exempt from tax. Wealth tax is to paid by the trust as per income generated and accumulated wealth. Auditing – direct and remote Annual auditing is an important factor. Private temples can get their accounts audited against declared wealth Branch Management More than one branches are found in different cities, states & countries. It is important to track the profitability individually and as group of temples. Remote access and SMS All the temple details can be accessed from anywhere, at anytime. Details are retrievable from mobile phones. Foreign currency management Donations from NRIs and international devotees in non-rupee denominations should be accounted and adjusted. © Tally Solutions Pvt. Ltd. All Rights Reserved 23

Tally. ERP 9 Fitment – Accounts Management SL No. Requirement Part of Tally. ERP 9 1 Balance sheet – Schedule VI Yes 2 Profit and loss statement – Schedule VI Yes 3 Daily receipts and payments Yes 4 Multiple payment mode handling Yes 5 Stock summery report Yes 6 Branch wise reports 7 Staff database handling Yes 8 Outstanding receivable and payable Yes 9 Trial balance Yes 10 Multiple cheque payment option Yes 11 Reminder letter, e-mails 12 Temple grouping (branch companies) © Tally Solutions Pvt. Ltd. All Rights Reserved Part of Solution Yes Yes Contd. . 24

Tally. ERP 9 Fitment – Accounts Management SL No. Requirement Part of Tally. ERP 9 13 Payroll management for company drivers and staff Yes 14 Employee attendance and leaves Yes 15 Employee cost tracking Yes 16 Employee income tax and e-return Yes 17 Branch transfer management Yes 18 Branch synchronization Yes 19 Branch-wise revenue management Yes 20 Branch-wise cost tracking Yes 21 Cash flow, fund flow statements Yes 22 Ageing analysis of receivables, debtor wise Yes 23 Scenario management Yes 24 Ratio analysis Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Part of Solution Contd. . 25

Tally. ERP 9 Fitment – Accounts Management SL No. Requirement Part of Tally. ERP 9 25 Interest calculation Yes 26 Remote auditing Yes 27 Foreign currency handling Yes 28 Budget and variance Yes 29 Bank reconciliation Yes 30 Remote access Yes 31 Government sanctions management 32 Security Yes 33 User access level , Authentication creation Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Part of Solution Yes 26

Temple & Trust – MIS Reports Pooja Management MIS Reports Temple & Trust Regional Language Support Accounts Management Donations Management © Tally Solutions Pvt. Ltd. All Rights Reserved Trust Activities 27

Primary Requirement – MIS Reports Category / Module MIS Reports Major Requirement Explanation Investment registers Trust needs to have a summary report for the collections and expenses in a particular period. Deposits in banks, post offices and mutual funds along with interests are to be recorded. Daily payment, receipts registers - Pooja reports Management would be interested in knowing the pooja reports on daily/weekly/monthly basis. The deity wise, priest wise reports will also be useful. Priest appointment report are also useful for commission calculation. Donor reports The donations summary on which donor paid during the period and top donors is useful for management. Excel integration and data migration Ability to migrate data from the existing systems to excel, XML format is very important with minimum effort. © Tally Solutions Pvt. Ltd. All Rights Reserved 28

Tally. ERP 9 Fitment – MIS Reports SL No. Requirement Part of Tally. ERP 9 Part of Solution 1 Pooja summary report Yes 2 Investment registers Yes 3 Fixed deposit registers Yes 4 Deposit summary ( Banks, PO, mutual funds) Yes 5 Donor list 6 Donation summary reports Yes 7 Monthly donation summary Yes 8 Investment maturity, interest reports Yes 9 Donor letters Yes 10 Priest appointment/commission reports Yes 11 Excel integration Yes 12 Data import/migration Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Yes 29

Thank You For any queries, write to us : support@tallysolutions. com To find out more, visit : http: //www. tallysolutions. com/website/html/solutions/segment-vertical-solutions. php © Tally Solutions Pvt. Ltd. All Rights Reserved