Background - Working remotely may seem to cause threat to your confidential data. Here are few suggested ways to keep your Tally data safe.
If you’re a Tally.ERP 9 user, here are some features that will help you in this situation to improve your company’s overall performance.
Tally.ERP 9 is all about data and reports. It is an open book to the financial health of your business. It contains crucial information regarding your customers, stock, cash/bank details etc. In the present situation wherein you might be working from home or are planning to work from home, it may seem difficult to rely on employees working from home on Tally with such confidential data.
Tally on cloud is the only way you can work from home with Tally. To keep you Tally data safe, ensure you invest in Smart Backup++ which will continuously backup your Tally data from time to time and inform you if there is any discrepancy.
User activity management is important to improve the overall performance of the business. In the case of multiple users, accountability may not be possible and hence errors may be repeated over and over, causing loss to the business.
One way to avoid this problem of multiple users in Tally is to use Audit Pro features. It allows you to see the entries made by each user. It also keeps track of every entry from creation to editing and to deleting. In this way, by tracking the data entry process, you, as an owner, can make sure time is being used efficiently and also benchmarks can be set for each day work.
Data entry security level
In work from home environment, it may be challenging to control user activities. Thus to limit the data access to users, you can set the Advance Voucher Type Level security. It helps you assign specific rights to every user. The user will not be able to view any other information which is not part of his/her assigned rights. This ensures data is safe and is being used only as per the role of the person.
Virtually signed invoice to avoid delays
One important challenge in work from home scenario is how to collaborate with different departments and get signature from authoritative persons in the organisation without wasting much time. One way of doing this is to ensure the signature is digital.
Digital signature mainly ensures the authenticity of the document as well as saves a lot of waiting time. Digitally signed invoices can be mailed to the customers and hence time is not spent is sending the invoice through post. This digital signature can be generated directly through Tally for improved efficiency.
Every employee working from home needs to take care of data security as data security needs to be taken care at all levels of a business hierarchy. These are some proactive measures a business can take to ensure high productivity with high data security. In case you need any guidance on Tally data security, contact us for the fastest assistance in regard to Tally.