TallyPrime Transaction Authorisation

Authorize vouchers before it reflects the books of accounts. Set levels & rights based on Amount & type of transaction.

Transaction authorization is a module where the effect of the transaction appears in the books of accounts only when it is authenticated by the authorized person. Many companies maintain a system of approval where the data operator only creates the entry and sends for approval to higher department where the actual verification and authentication of the transaction takes place this work flow process of authorization is maintained through authorization module.

Salient Features

  • Value Base Transaction Approval : The administrator can provide the amount limit or range user wise for verification and authorization. Transaction will be verified and authorized as per the approval limit assign for the user in Tally.
  • Mandatory Remarks : To be provided in each stage of Voucher Approval.
  • Revision of Transaction: Under approval Transaction can now be sent back for revision to the verifier and Creator.
  • Authorization Dashboard: Given to creator, verifier and authorizer of Transaction
  • Transaction status report : The User can check the status of the Transaction created or verified by him in this report.
  • Bulk Authorization: Authorize Multiple transactions at one shot.
  • Rejected Transaction: A Transaction can be rejected if not in use in future by the verifier or authorizer.
  • Transaction Authorization Trail: It provides the trail or records of changes done in the transaction from the time of creation till the approval of entry.

Frequently Asked Questions

Transaction Authorisation in TallyPrime is a control mechanism where vouchers affect books of accounts only after approval by authorized users. It allows businesses to separate data entry from verification and authorization, ensuring entries are reviewed and approved before posting.

Businesses use Transaction Authorisation to prevent incorrect or unauthorized entries from impacting accounts. It is especially useful where multiple users are involved and approval hierarchies are required to maintain accounting accuracy and internal control.

Administrators can define amount limits for users. If a voucher exceeds the assigned limit, it is automatically routed to a verifier or authorizer for approval before it is posted to the books of accounts in TallyPrime.

Yes. Transactions under approval can be sent back to the creator or verifier for correction. Authorized users can also reject transactions if they are incorrect or not required, ensuring only valid entries are recorded.

Yes. The module maintains a complete transaction authorization trail, recording each stage from creation to verification, revision, and final approval. This helps businesses maintain transparency and audit readiness.

This module is ideal for businesses with approval workflows such as finance teams, manufacturers, enterprises, and organizations where voucher entry, verification, and authorization are handled by different users.

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