How to define users work in Tally Prime?
Step: GOT > Alt+K > User Roles
After reaching by follow above step, screen of User
Roles will show like that following screenshot:
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
Ø After Pressing Enter on User type a new screen appear for define
work of users like following screenshot:
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
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
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
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
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
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
Ø After, filling all above option
screen will shown
like following screenshot:
and Disallow facilities for your users
Press two times “Ctrl+A”
to save this.
Username – Username is Login
ID name of users who access the tally data by
behalf of owner’s