Tally Document manager for Tally.ERP 9

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  • 1. Tally Document Manager for Tally.ERP 9© Tally Solutions Pvt. Ltd. All Rights Reserved
  • 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© Tally Solutions Pvt. Ltd. All Rights Reserved 2
  • 3. Structure of Tally Document Manager© Tally Solutions Pvt. Ltd. All Rights Reserved 3
  • 4. Tally Document Manager – An Overview© Tally Solutions Pvt. Ltd. All Rights Reserved 4
  • 5. Primary Requirement – Tally Document Manager Category / Module Major Requirement Explanation Tally Document Files upload facility in Facility is provided to upload multiple files through Manager master masters in Tally.ERP 9 Files upload facility in Facility is provided to upload relevant files in any format transaction 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 Facility is provided to download, view/alter and save files view facility using Tally.ERP 9 within local system or in various networking environment.© Tally Solutions Pvt. Ltd. All Rights Reserved 5
  • 6. 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© Tally Solutions Pvt. Ltd. All Rights Reserved 6
  • 7. Process Flow – Tally Document Manager© Tally Solutions Pvt. Ltd. All Rights Reserved 7
  • 8. 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
  • 9. Thank You For any queries, write to us : ti@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
  • 10. Thank You For any queries, write to us : ti@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