Document Management in Tally is a far more useful module than what is indicated by its low cost. What are the benefits?
It normally is cumbersome to manage physical copies of vouchers and important documents in a systematic filing system in any organisation. This task becomes even more tedious when there are a significant number of nominal physical vouchers. Some of such vouchers are petty expense and travel reimbursement vouchers to name a few. If the concerned person misplaces or wrongly files any important document, it consumes significant efforts and time of the management to find it. To top it all, this problem surfaces all the more when there is a maximum shortage of time! During the time of audits! When the auditor demands to see actual documents of the vouchers entered and office boys run helter-skelter trying to locate them.
What is the solution to this?
Document Management in Tally module is the answer. Its is tailormade and the best solution for such problems. It helps to organize important documents and vouchers as soft copies on the computer. You can link these scanned copies to the respective transactions in Tally using the Document Management in Tally module.
Just think. How convenient would it be if all your statutory payment challans such as TDS, GST, Income Tax etc can be located in a minute from within Tally! This is just one example. There are many many more…
Document Management in Tally helps attach multiple files and documents linked to a particular transaction. This helps to keep all the files and documents at one place and leaving more time for the management to handle other important tasks. With the documents linked with transactions, it is much easier for any concerned person to view and verify or take prints anytime. From one place one can view all the documents pertaining to a particular transaction.
Benefits of Document Management in Tally
- You can attach multiple files or documents to any transaction
- Documents in the form of attachments can be quickly located and shared electronically with colleagues over a LAN or clients on email. This serves to improve efficiency & customer service. Best of all the office becomes significantly paperless.
- Concerned persons can view and open the attachments linked to the transaction from the relevant transaction itself without dependence on anyone and wasting any time.
- This module allows linking of various types of files like Word, Excel, PDF, JPG etc. to a transaction
- Similarly, one can link scanned copies of documents with various masters such as employee photos and documents, creditors and debtors GST certificates and other license copies etc
- Document Management in Tally is available at a one time license fee with no recurring costs.
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