Voucher Type Security for Users in TallyPrime: 3 Steps + Example

Table of Contents

1. Understanding Voucher Type Security in TallyPrime

Voucher type security in TallyPrime allows you to restrict user access to specific types of vouchers.

This helps maintain data integrity and control over financial transactions.

2. Steps to Set Up Voucher Type Security in TallyPrime:

1. Enable Voucher Type Security:

Go to Gateway of Tally > F11 (Features).
Under Security and Audit, ensure that “Voucher Type Security” is enabled.
Save the changes.

2. Create Voucher Groups:

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

3. Assign Voucher Groups to Users or User Groups:

Go to Gateway of Tally > Security > Users.
Select the user or user group you want to configure.
Under Permissions, select the “Voucher Type Security” option.
Assign the desired voucher groups to the user or user group.

3. Example of Voucher Type Security for Users in TallyPrime:

Let’s say you want to restrict a user named “Salesperson” to only access and create “Sales” vouchers.

Create a voucher group named “Sales”.
Assign the “Salesperson” user to the “Sales” voucher group.

4. Additional Considerations:

1. Granular Control:

You can assign individual voucher types within a group to users for even more granular control.

2. User Roles:

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

3. Audit Trails:

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

5. Benefits of Voucher Type Security in TallyPrime:

Data Integrity: Prevents unauthorized access to sensitive financial data.
Role-Based Access Control: Ensures that users can only access vouchers relevant to their roles.
Improved Efficiency: Streamlines workflows by limiting users to the necessary voucher types.

By effectively setting up voucher type security, you can enhance the security of your TallyPrime system and maintain control over your financial transactions.