Tally.ERP 9 Release 4.5 provides the enhanced capability to set a much deeper level security on individual Voucher Types for different users.
Voucher Type Security will help the business owner specify both individual Voucher Type (Contra, Payment, etc.) restriction and activity level (Sales Department, Procurement Department etc) restriction for different users.
The types of functions or activities for which the control can be set include being able to Create, Alter, Print, or have Full Access to any particular type of Voucher in Tally.ERP 9.
Benefits of Voucher Type Security
With Tally.ERP 9's Voucher Type Security feature, the administrator can
Example: Access based on Sales, Purchase, Accounts and Payroll etc. for employees in those areas of work.
Example: User A & User B can Create and Alter a Payment Voucher, but User C can only view the same.
Setting up Voucher Type Security for users
Example: ABC Company has a user Arun, who records Sales and Receipt transactions. Access to Create and Alter Sales and Receipt Vouchers has to be provided to him.
In Security Levels screen, Voucher Types and Group of Vouchers (Accounting Vouchers, Inventory Vouchers, Order Vouchers and Payroll Vouchers) have been included in List of Reports to set the Voucher Type Security.
Note: The aliases provided for Voucher Types will not be displayed in the List of Reports while defining Voucher Type Security.
To provide access to Create/Alter Sales and Receipt Voucher Types, configure the Security Level as shown:
When the login details of Arun are used to access the Company,
In Gateway of Tally, only Accounting Vouchers option is displayed.
On navigating from this option, only Receipt and Sales Vouchers are enabled for recording transactions.
If the user Arun navigates to Day Book, Tally.ERP 9 will display all the Vouchers recorded during the period specified, but will not allow the user to Alter/Print the Vouchers which are restricted. If the user selects any Voucher other than Receipt or Sales Vouchers, Tally.ERP 9 will display the error No Access Allowed!.
Security for pre-defined groups of Vouchers
Tally.ERP 9 provides four pre-defined groups of Vouchers in order to facilitate users to quickly configure Voucher level security.
The Voucher Types in Tally.ERP 9 are grouped under the following categories:
1. Accounting Vouchers
2. Inventory Vouchers
3. Order Vouchers
4. Payroll Vouchers