Security for Pre-defined Groups of Vouchers in TallyPrime: 3 Steps

TallyPrime allows you to implement granular security controls at the voucher group level.

This means you can restrict access to specific voucher types for different user groups or individual users.

1. Key Steps to Enable Security for Pre-defined Groups of Vouchers in TallyPrime:

1. Create Voucher Groups:

Organize your voucher types into logical groups based on their functionality (e.g., Sales, Purchases, Inventory, etc.).

2. Assign User Permissions:

For each user or user group, assign specific permissions to access and modify vouchers within certain voucher groups.

3. Configure Security Settings:

• Go to Gateway of Tally > F11 (Features).
• Under Security and Audit, configure the following settings:
  • Voucher Type Security: Enable this option to activate security controls at the voucher type level.
  • Voucher Group Security: Enable this option to restrict access based on voucher groups.
  • User-wise Security: Assign specific voucher groups to individual users or user groups.

2. Example of Security for Pre-defined Groups of Vouchers in TallyPrime:

Let’s say you want to restrict access to “Sales” and “Purchase” vouchers for a specific user group called “Accounts Receivable.”

1. Create voucher groups named “Sales” and “Purchases”.
2. Assign the “Accounts Receivable” user group to the “Sales” and “Purchases” voucher groups.
3. Configure security settings to enable voucher group security and assign the “Accounts Receivable” user group to these voucher groups.

3. Security Benefits:

1. Role-Based Access Control:

Restricts access to sensitive data based on user roles and responsibilities.

2. Data Integrity:

Prevents unauthorized modifications to critical financial data.

3. Compliance:

Helps ensure compliance with regulatory requirements and internal policies.

4. Additional Considerations:

1. Granular Control:

You can further refine security by assigning permissions to individual vouchers within a voucher group.

2. User Roles:

Create different user roles (e.g., Accountant, Salesperson, Manager) and assign appropriate permissions to each role.

3. Audit Trails:

TallyPrime’s audit trail feature can help track user activity and identify any security breaches.

By effectively configuring security for pre-defined groups of vouchers, you can protect your sensitive financial data and maintain control over your accounting system in TallyPrime.