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Document tagging
in Accounting
Tally and Zoho
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Tally and Zoho
Tally.ERP9
• On Premise
• Documents can be attached using Tally
customised module
• Documents can be attached at Master
Level or Transaction Level
• Multiple document can be attached to
single master or single transaction
Zoho Books
• On Cloud
• Documents attachment available as default
feature
• Documents can be attached only at
Transaction Level
• You can upload maximum 5 files of 5 MB
each
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Tally.ERP9 Let’s explore Document Management
1
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Tally.ERP9 Document attachment at Master Level
◉ Attach KYC Docs
◉ Attach contracts / agreements
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Tally.ERP9 Document attachment at Master Level
◉ Attach Multiple Documents
◉ Documents can be attached for more than
one master
◉ Security control can be built to
◉ Allow / disallow user to attach / view or alter the
attached documents
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Tally.ERP9 Document attachment at Transaction
Level
◉ Attach Multiple Documents
◉ Easier for Auditor and Auditee
◉ Security control can be built to
◉ Allow / disallow user to attach / view or alter the
attached documents
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Tally.ERP9 Document attachment at Transaction
Level
◉ Attach Supporting documents
◉ Attach tax working in Excel / PDF file
◉ Attach PO with Purchases
◉ Attach Expenses approval note
◉ Attach email of management / consultant
◉ Attach……any thing
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Tally.ERP9 Document attachment at Transaction
Level
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Zoho Books Let’s explore Document Management
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Zoho Books Document attachment at Transaction
Level
◉ Attach Supporting documents
◉ Attach from Desktop / Cloud / already
uploaded documents in Zoho Docs
◉ Attach……any thing
◉ Maximum 5 Files, 5 MB each
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Zoho Books Document attachment at Transaction
Level
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“
Let’s See this in Action
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