
AUTOMATE YOUR SYSTEM WITH THE HELP OUR CUSTOMISED ADD-ONS
AUTO DATA BACKUP
PAYMENT FOLLOW UP MANAGEMENT
PRO ADDRESS BOOK
INVOICE CUSTOMISATION
GSTR 2 AUTO MAIL MODULE
TALLY ON MOBILE
AUTO DATA BACKUP
CHALLENGES
- You need to protect your business data and avoid unnecessary risks with the safety of your information.
Facts related to Data Backup
- All computer systems crash
- All humans error
- Disasters happen when least expected
SOLUTIONS
- A business should be more prepared with having data backup systems in place. Auto data backup is accomplished by either using an offsite cloud server or using separate drives to store your valuable data.
- With Auto Data Backup module in place, your data recovery becomes an easy task on perilous situations where many businesses lose information when the worst happens.
SALIENT FEATURES
- Schedule your Data backup as per your own schedules
- Secure Backup in a local drive, network system or cloud storage
- Download backup at ease
- Simple and easy user interface
PAYMENT FOLLOW UP MANAGEMENT
CHALLENGES
- Ensuring timely payments are essential for the success of any business whether it is products or service based. Getting paid on time lets you achieve the desired outcome from the business. Also, it sustains the business in the long run.
- Below listed crucial information and tasks related to follow-ups reminders like
(a) List of customers to follow-up today and
(b) Sending reminder mails of Outstanding due to customers are maintained in manual records and completely depends on the person who does the follow-up.
SOLUTIONS
- The whole point of the payment follow-up is to secure stable cash flow, the lifeblood of your business.
- That’s the moment when Payment Follow up module can come really handy.
- It helps you to manage your payment followups in a systematic way This helps you save a ridiculous amount of time, and more importantly, significantly reduce the risk of late payments.
SALIENT FEATURES
Today’s Follow-up List
- List of customers for today’s follow-up
- Today’s follow-up details
- Payment follow-up status
- Clear unwanted log history
- Follow-up history of MIS
- Hide / unhide report column as required
- Search records on basis of ledgers
- View Bill-wise / Bill-Party wise records
Today’s Collection
- Daily collection details
- View daily collection details receipt number or group wise
Dashboard
- List of today’s follow- up Customers
- One page summary of Outstanding overdues, Today’s follow-up & Collection amount
PRO ADDRESS BOOK
CHALLENGES
- A practical limitation that you face, is the maintenance of address and other relevant details of suppliers & vendors especially if these records are kept in Manual registers and books.
Facts related to Manual records of Address Book
- The availability of records are completely dependable on a person’s availability
- Manual records can be lost or misplaced
- Updation of changes becomes cumbersome task
Thus you may have felt a need for a better option
SOLUTIONS
- Contact details of Maintaining an address book on your computer is a great way to keep all of your contacts in one place.
- With this Add-on, you use the details already available in Tally as a central repository of contacts for your Address Book. This not only eliminates the dependency but also allows you the easy access of your valuable information.
SALIENT FEATURES
Report with Multi Address
- Capture Multi-location addresses of a single customer
- Track customers of specific location
- Quick and simple access to print envelope
- Utility to print envelope on various sizes
Envelope printing
- Envelope Printing within Tally.ERP9 on a click basic
- Envelope printing for a specific set of customers
Label printing
- Avoid wastage of unused labels on single sheet
- Label printing based on day-to-day billing & payments
INVOICE CUSTOMISATION
CHALLENGES
- Documents such as sales invoice, payment advice, etc form a vital part of the accounting system for any organisation.
- Moreover, these documents can be different in their formats since different organizations have different needs.
- Finally organisations may feel the need to present their brand in the documents.
SOLUTIONS
- To simplify the maintenance of different formats, the formats for sales invoice and many other documents in Tally can be presented effectively with the help of this Customised Add-on.
- You can CLICK HERE to see samples of the AVAILABLE OFF THE SHELF samples of invoices and other documents that we have designed for your ready use. Pick one of them that may suit your choice according to your industry.
SALIENT FEATURES
- Customise your own invoice in plain paper as per your needs
- Pick specific invoice formats from a range of ‘Ready to use’ formats designed for you
GSTR 2 AUTO MAIL MODULE
CHALLENGES
- As per the 27th GST council meeting ITC will be limited to only to the invoices uploaded by the sellers.
- Mismatch and missing records of purchases from suppliers can be reconciled with GSTR 2 in Tally.ERP 9. But these records are to be intimated to individual suppliers. Business owners need a facility to ease this process.
SOLUTIONS
- With the help of our Add-on You can now send the reconciliation of GSTR2 V/S your purchases to your suppliers.
- Our Addon will help you in the process to ensure Zero ITC Loss.
SALIENT FEATURES
1) Download GSTR-2 from GSTN Portal
- Data available of July 2017 onwards
- You have more than 11 months backing
2) Reconcile Missing & Mismatch Purchases with Supplier
- GSTR2 V/S your purchase (Auto Reconciliation is available in Tally)
- Auto Mail and SMS can be sent from Tally (Customised Add-on of GSTR-2 Auto mail module)
3) List defaulter suppliers who have not filed timely returns
- Educate them so that they can enjoy hassle free benefits of GST OR
- Apply strategy to avoid further losses to business
TALLY ON MOBILE
CHALLENGES
- With Tally.ERP 9 as a primary software in place the business owners need not worry about the visibility of business data. However at times the owner or sales persons may need to access Tally data anytime / anywhere.
- You feel that business decisions can be made more easily by getting information you need by just a few clicks on the mobile phone.
- These real time information securely synced with your Tally would help you to make decisions in the office, at meetings or out on the road while on the move.
SOLUTIONS
- Tally-On-Mobile Addon brings real time information & allows you to access to your Tally ERP 9 accounting data anytime / anywhere.
- It is securely synced with your Tally ERP 9 installation. From Sales, purchase, expenses, reports, dashboard to managing your debtors/creditors or understanding your business trends or getting detailed information by Voucher, Ledger, Item etc., we have it all.
SALIENT FEATURES
- Access your Tally ERP9 data anytime / anywhere
- Multiple reports, dashboard & graphs
- Real time information on mobile app
- Data security
- Smart notifications
- Share Tally Reports on Whatsapp
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