Friday, September 29, 2023

Tally Notes Security control, Data Backup, Restore, Export, Print Part 6.1

 Security Control



This option is used for security of data with different username and passwords. To use this option you have to follow some steps.

Steps:-

  • Open the company 

  • Press “Alt + F3” to bring Company Info 

  • Select Alter 

  • Company alteration window will appear 

  • Make “Yes” on “Use Security Control”.

  • Set the “Name of Administration” and “Password”.  

  • Make “Yes” on “Use Tally Audit Features”.

  • Press Enter as required or “Ctrl + A” to save it.


Types of Security 

There are Two types of Security level. They are:-

  1. Owner

  2. Data Entry


When we keep any user on Owner security level they can use all the features of the company but they don’t have “Tally Audit feature”. When we keep any user on Date Entry security level they can use only those features of company which have given to them and which is useful for Data Entry.


Steps:- 

  • Open the company 

  • Press “Alt + F3”.

  • Now you can see the security control option on Company Info

  • Select the types of Security and Press Enter 

  • Select Data Entry level and Press Enter 

  • Now you can see the Data Level Definition windows

  • Name of Security Level: Data Entry 

  • Use Basic Facilities of: Owner

  • You can see the two columns such as Disallow the following Facilities and allow the following Facilities.  

  • Now you have to the features which you want to Allow and Disallow 

  • Press Enter as required or “Ctrl + A” to save it. 


To Create New User 


Username and Password which is set during the company creation is known as Master User. Only the master user can make a New user. 


Steps:- 

  • Press “Alt+F3” to bring Company Info

  • Select Security control and Press Enter. 

  • Now select the Users and Password

  • Now type the Name of User, password and select the type of Security control.

  • Save it .


Note:- Now close the company and reopen the company with new user   


DATA BACKUP

This option is used to Backup the company data at another place for safety.

Steps:-

  • Set Backup from company Info menu

  • Backup screen will appear,

  • Source: Type the Source from where you want to Backup the company,

  • Destination: Type the Destination, where you want to Backup the company

  • Select the company and Press Enter as Required.


Data Restore

This option is used to Restore the company data on tally Programme.

Steps:-

  • Select Restore from Company Info menu

  • Restore Screen will appear,

  • Destination: Type the Destination, where you want to Restore the company

  • Source: Type the Source from where you want to Restore the company,

  • Select the company and Press Enter as Required.


Export

This option is used to Export the Report from Tally:

Steps:-

  • Open the report which you want to export

  • Press “Alt + E”

  • Export Dialog box will appear

  • Press “N” for fill the required setting

  • Language: Select Default(all languages)

  • Format: Select Html(Web publishing)

  • Select the required option and press Enter as required

  • Now the report will be exported.


Print

This option is used to Print the Report of Tally:

Steps:-

  • Open the report which you want to Print

  • Press “Alt + P”

  • Print Dialog box will appear

  • Press “N” for fill the required setting

  • Select the required option for printing and press enter as required

  • Now the Report will be Printed




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