Home Tally Prime How to define users work in Tally Prime?

How to define users work in Tally Prime?

5 min read
0
0
141

How to define users work in Tally Prime?

Step: GOT > Alt+K > User Roles

Ø

After reaching by follow above step, screen of User
Roles will show like that following screenshot:

 

 

 

 

 

 

 

 

Ø 



For Define work of user, select the user type by Pressing
“Down Arrow” key. Like I Select “Manager”. Like following screenshot:

Ø  After selecting user Press Enter on
“User type”.

Ø  After Pressing Enter on User type a new screen appear for define
work of users like following screenshot:



 

 

 

 

Ø 

For Define work of
user type fill all details like,

·
Name of security
level –
It
is by default select
leave it as it is.

·
Use Basic Facilities of – Select user type
from list like I select
“Manager”.

·
Days allowed for Back Dated voucher – By
default this field is set to 0. Enter the required number of days. Alteration or insertion of backdated vouchers
can be done within the given days from the date of
last entry of vouchers for your
user. Like I type “10 days” to
allow.

·
Cut-off date for Back Dated voucher – You
can specify the required date. Tally Prime does not allow the user to record a transaction prior/before to the
date mentioned. This option will be
useful in situations where you have completed the audit of your Tally data and
do not want any changes in the data. I like I type “01/05/2021”.

·
Set/Alter Rules for Print Before Save –If
you want to give permission for your user to the printing of all the available voucher type or certain voucher
type before saving the voucher, then
set to this option “Yes”.
Like I set to this option
“No”.

·
Allow to override tax details – If you want to give
permission for your user to

override/change tax details during voucher entry, then set to option
“Yes”. Like I set to this option “No”.

·
Exclude On Account from Bill Allocations – If you set this to Yes, then the user will not get the On Account
option in the list of bill-wise reference types. Like I set to this
option “Yes”.

·
Allow Company to connect – If you want to give permission for your user to connect

company by Tally.Net
server then set to this option “Yes”. Like I set to option “Yes”.

·
Use Tally.Net Authentication – If
you want to use Email-ID
of your users as username
then

set to option “Yes” otherwise Set to “No”. Like I set to “No”.

·
Disallow the following facilities – In
this section, select all facilities
from list which you want to don’t provide your users.

·
Allow the following facilities – In this
section, select all facilities from list which you want to provide
your users.

Ø  After, filling all above option
screen will shown
like following screenshot:



 

 

Ø 

After allow
and Disallow facilities for your users
Press two times “Ctrl+A”
to save this.

 

 

 

 

Process 2- Define Username
and its Password

Username – Username is Login
ID name of users who access the tally data by

behalf of owner’s
permission.

Load More Related Articles
Load More By amitgupta
Load More In Tally Prime

Leave a Reply

Check Also

How to Check BUSY Updates

How to Check BUSY Updates Company > Check BUSY Updates Check BUSY Updates option provid…