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easy tally erp 9
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E-Docs for Tally.ERP 9 Version 1.0
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
Table of Contents Introduction .................................................................................................................................................. 3
Benefits ..................................................................................................................................................... 3
Document types ........................................................................................................................................ 3
How it works??.......................................................................................................................................... 4
Activate License ........................................................................................................................................ 6
E-Docs Configuration .................................................................................................................................... 7
Configure Gmail Account .......................................................................................................................... 8
1. Groups ................................................................................................................................................... 9
2. Ledgers ................................................................................................................................................ 10
Save the Ledger Alteration after configuration. ..................................................................................... 11
Voucher Configuration ............................................................................................................................ 11
Un-install ..................................................................................................................................................... 13
Method 1 ................................................................................................................................................ 13
Method 2 ................................................................................................................................................ 13
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
Introduction E-Docs for Tally.ERP 9 is a DOCUMENT MANAGEMENT SYSTEM, designed exclusively for Business
Organisations. This system lets you securely store all your business related documents digitally, so
that you and your staff can access, view or share them without physically sending the documents.
Benefits:
Send Tally.ERP 9 data to CA using E-Docs. Auditor can access all the supporting documents
from within Tally.ERP 9
Share documents (Outstanding Statements/Confirmation of Accounts/Invoice) with your
vendors/customers
You can verify the books of accounts of all the branches, by accessing supporting documents
at the Head Office itself
Upload all the supporting documents for a masters or vouchers
Document types Tool supports to upload all types of documents related to masters or vouchers. Following are the
few types of documents that can be uploaded. List is not limited; you can upload any kind of
documents!
Invoices with supporting shipping and other documents
o C-Form
o Order forms
o Quotations
o Invoice received etc.
Customer/vendor related documents
o PAN Card
o ID proof
o Copy of Bank Cheque
o Outstanding statements etc.
Different kinds of evidential documents for cash receipts and payments
Documents supporting other kinds of business transactions (like returns of purchased or sold
items)
Documents supporting accounting adjustments (like year-end accounting of accrued
expenses and income)
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
How it works?? E-Docs - uses Google documents (Google Drive) to store and retrieve the documents. Google
provides 1GB of space as part of the free account. 1GB will be sufficient for most of the businesses, if
required, buy additional space from Google.
This tool connects to Google Account from and with in Tally.ERP 9 and uploads the document to the
Google server. Users can view or download the documents from the server through Tally.ERP 9.
It is advisable to use ONE Google Account per company. If you use single account
for multiple companies you may run out of storage space after sometime.
Disclaimer
EAI2 does not provide any services directly to buy or manage the Google accounts.
E-Docs tool is developed only to facilitate the businesses, to use their existing
Google drive through Tally.ERP 9.
Installation
E-Docs installation procedure is as follows:
1. Download the E-Docs Installer from our website.
2. You will receive 1400.zip file. Extract the files, you will find 1400.exe file.
3. If Tally is running, close the application before installing E-Docs tool.
4. Right click on the 1400.exe file and select the Run as administrator.
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
If you double click on the installer, the following message will be displayed
indicating run using Run as Administrator option.
4. Accept EAI2 License Terms.
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
5. Browse and Select Tally.ERP 9 folder to install
6. On successful installation, the following message box will be displayed
Activate License After purchasing the tool, you will receive a confirmation page with the link to download the
License file and same link will be sent to your authorized e-mail ID. Copy the license file to the
Tally.ERP 9 folder where the tool is already installed. Restart Tally.ERP 9.
Users have to repeat the above stated installation and license activation
procedure on all the Client machines, if you are using Tally.ERP 9 Multi user.
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
E-Docs Configuration To start using the tool, first you need to configure the Gmail Account to be used for uploading
documents.
To configure the Gmail Account,
1. Load the company
2. From Gateway of Tally press F12, select the E-Docs Configuration option
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
Configure Gmail Account In E-Docs Manager Login screen,
Enter your User Name and Password of Google Account (Gmail). If the user name and
password entered is incorrect, Tally.ERP 9 will display the error message (Error while login
to Google Docs, Invalid Credentials) and will not allow navigating. Hence, ensure the correct
details are entered.
If Security Control is enabled for the company, you can also set the rights to upload, view,
download, share and delete documents for other users with the help of the following
screen.
E-Docs Configuration is company specific. Hence, you need to configure each of the
company for which E-Docs capability has to be used.
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
Master Configuration
1. Groups
To upload documents at the Ledger level, first you need to configure the appropriate Groups by
enabling the option - Add documents to Ledgers under this Group.
Example: If you want to upload documents for Bank Ledgers, alter the Group - Bank Accounts to set
the option - Add documents to Ledgers under this Group to Yes.
From Gateway of Tally > Accounts Info. > Groups > ALter
Press Enter to view Define document type screen. In this screen you can define the Document Type,
which will be uploaded for the ledgers created under this group. Users can define 20 different
Document Types for a Group.
The Document Types defined here, will be displayed in Ledgers created under this Group, to upload
the documents. Save the Group Alteration after configuration.
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
2. Ledgers
To upload the documents for a Ledger, set the option Add Documents to Yes and press Enter to
view Documents screen.
From Gateway of Tally > Accounts Info. > Ledgers > Create/ALter
In Documents screen, the Documents Type defined in the Group will be dispalyed. To upload the
document select the option Upload.
Press Enter to browse and select the appropriate file
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
On selection of document for upload, the upload completion status will be displayed. Depending on
the file size and speed of internet connection application will take time to upload the document.
After uploading you can view/download/share/delete the same from the server (Google Docs).
You need Internet connectivity to Upload, Download, View, Share and Delete the
files
Save the Ledger Alteration after configuration.
Voucher Configuration E-Docs tool allows you to add documents for a voucher during entry.
Example: For Sales voucher, add Partys PAN Card, Dispatch documents, Shipping Documents etc.
Cheque Copy can be added for a Receipt Voucher.
To add documents, during voucher entry you have to enable the option Add Documents to
voucher in Voucher Type Alteration screen.
From Gateway of Tally > Accounts Info./Inventory Info. > Voucher Types > Alter > select the
applicable voucher to enable the option.
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
Press Enter to view Define document type screen. In this screen you can define the Document Type
which will be uploaded for the vouchers. You can define 20 different Document Types for a Voucher
Type.
While recording the voucher, you will see the following option if the voucher type is configured for
adding Documents.
Once the Voucher is configured, user can record a voucher entry by specifying the required
information. While recording the voucher, he can select whether to upload the documents or not.
While recording a voucher, to upload the documents for a Voucher, set the option Add Documents
to Yes and press Enter to view Documents screen.
In Documents screen, the Documents Type defined in the Voucher Type will be dispalyed. To upload
the document select the option Upload.
Press Enter to browse and select the appropriate file. On selection of document for upload, the
upload completion status will be displayed. Depending on the file size and speed of internet
connection, application will take time to upload the document.
After uploading you can view/download/share/delete the same from the server (Google Docs).
EAI Square Technologies LLP Sales: [email protected]
#305, A Block, Vijaya Lakshmi Apartments Support: [email protected]
Abbiah Reddy Layout, Kaggadasapura, Bangalore-560093 Web: www.eaisquare.com
Un-install For some reason, if you want to un-install the software follow one of the two methods given below:
Method 1
1. Open Tally.ERP 9
2. Go to Configuration (press F12 from Gateway of Tally)
3. Select TDL Configuration
4. Press F4 to see the list of TDL files loaded
5. Remove the line containing the file name GoogleDocs.tcp
6. Press Ctrl+A
Method 2
1. Go to Tally.ERP 9 folder
2. Open Tally.ini
3. Go to the line containing GoogleDocs.tcp
4. Remove the line
Remove the following files from the Tally.ERP 9 folder
Google.GData.AccessControl.dll
Google.GData.Client.dll
Google.GData.Documents.dll
Google.GData.Extensions.dll
GoogleDocs.dll
Newtonsoft.Json.dll
GoogleDocs.tcp
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