LDocs

Document management system for Tally.ERP9

Call +91 96324 25749 for support

Videos

Why Choose LDocs

Easy to install

Manage all documents in one place

Just select files to attach

Single license fits all, both silver/gold tally users

No recurring costs, just one time license

Download Free Trial

Pricing

Manage documents with in Tally.ERP9

Lifetime license

Both for Tally.ERP9 silver and gold editions
No AMC or Subscription needed
Rs.9,200
per single Silver or Gold license
Buy now

"We choose LDocs to manage our physical documents in digital form with in Tally.ERP9. We had difficulty finding copies of document earlier. After implementing LDocs it became easy for us to access all customers and vendors documents within Tally.ERP9"

Ajay Karoth

CEO, Famelogic Technologies LLP

Overview of Tally-Connect

Tally-connect has numerous features like upload,update documents from tally interface, Tally-connect has group ledger in and even storing documents as per groups and ledger in tally-connect,folder creation according to the financial years of Tally ERP, Register available with Tally enabling ease of Access to Documents,Folder path can be specified within Tally for swift upload.


Features

  • Upload documents during journal/payment entry
  • Update documents during voucher modification
  • Uploading documents at multiple line items level
  • Showing document counts when viewing voucher list
  • View a document from the Tally Interface
  • Automatic Group and Ledger wise folder creation in T-Connect
  • Storing document as per Groups and Ledgers in T-Connect
  • Structured folder creation according to the financial years of Tally ERP
  • Document Register available with Tally enabling ease of Access to Documents
  • Document Folder path can be specified within Tally for swift upload

Benefits

On Tally ERP
  • Upload Documents during Voucher Entry enabling safe storage of documents
  • Set default Folder Path for seamless Upload of documents
  • Document Register available enabling ease of access to Documents
  • Documents Uploaded on Journal Entry can be viewed from Payment Entryscreen. This promotes Transactional accuracy.
On Tally-Connect
  • Automatic storage of documents as per company name and financial year
  • Automatic folder creation as per Groups, Income and Expense Type
  • Directly Access documents for hassle free Audits
  • Any transactional Changes on Tally ERP gets automatically reflected on T-Connect

Financial Transactions

Tally is the most extensively used Enterprise system in financial world. It is accounting and Enterprise management software that is robust and cost effective. Few of the usage areas of Tally are Basic Accounting functions, Manage store and its items, Job costing, manage pay rolls, Generate basis reports, file tax returns.

Tally ERP is also used to prepare financial statements like Balance sheets, Profit and Loss statements, Manage VAT forms, TDS returns, Service tax returns, e-TDS filing, Excise forms, Regulatory and Internal Audits. This makes it a perfect accounting package for enterprises.

Transactions

The Most crucial part in any Tally transactions that you execute is the entry of financial values to the system. Accurate entry of these values forms the key to successful transactions. Predominantly these entries are made by the user using different types of reference documents like forms, invoices, bills, purchase orders, tax receipts, VAT forms, TDS returns etc.

The search and retrieval of these documents from the file cabinets and record rooms for entries in Tally is time consuming and tedious task. This hampers the accounting process and other transactions on Tally leading to less productivity, efficiencies and irregularities in the transactions.

Need for a DMS

Tally-Connect is robust Document Management software with a safe document management repository for documents pertaining to Tally transactions. It is economical and acts as a real time online reference system for transactional entries in Tally Software.

Tally – Connect is easily configurable and seamlessly integrates with Tally ERP 9.This integration enables swift upload of the documents and secure storage of all the electronics documents. Integration to Tally ERP offers the perfect solution for optimizing the Business process and storing the related documents being logically associated with Tally transactions.

Integration

Tally- Connect is a single integration solution that quickly connects to Tally ERP without coding. Tally – Connect in simple terms is an Integration Connector ( Link/ Platform / software ) along with document management system that helps you in unifying the Tally ERP transaction with documents.

Tally- Connect provides a faster and modular approach to enterprise application integration. Following the integration you can expect to say goodbye to the high Integration overheads and complexity of point-to-point integration. The integration is swift, seamless and hassle free task for you.

This add-on enables you to allow attach the relevant documents at transaction level in Tally.ERP 9.The documents can be viewed at the report level.
Document Management Apps View , Print & mail on click 2. Document Management Apps Features Easy document printing Single & Multi attachment Single & multi document Mail User wise Security Ledger & group wise doc view Manage Physical location of file Ledger Document Management Voucher document Management Locate files & folder by browse Locate files & folder from Network Drive , FTP Click and view Click and Mail 3. Ledger document management Now we can attach all the documents relating to a particular ledger or account directly in Tally.ERP 9. Like we can attach below document in our TDS Ledger PAN registration TAN Registration And so on……………. Voucher document management Like ledger we can attach various related document to a voucher or entry. Like for a machinery purchase entry we can attach Quotation Purchase order Transport Slips And so on…… 4. Locate files & folder by browse No more copy paste of file & directory path, document management apps brings you the functionality to locate files and folder using browse button. So click on the browse and locate your document. Locate files & folder from anywhere Document Management Apps Network Hard disk 5. Click & View Click & Mail Document management apps facilitates the attach document to open with related installed application with in single click Document management apps helps to send mail to multi recipients directly from Tally.ERP 9 with various attach documents so just click and do Documents to CA & Consultant Send Documents to bank officials Mail to director personal documents (DIN, Pan Card ) from Tally anytime. 6. Easy document printing You want to print any document then just open the attach document ledger or voucher from Tally.ERP 9 and click now you can print your documents using the print command of open application. Single & multi document attachment We can attach single document as well as multiple documents for ledgers and vouchers. It needed like for a sales voucher we have to attach Quotation , Sales Order form . 7. User wise security Now you can control document management as per the security level you want . Option to allow & disallow below things given Attach filed to ledger or voucher Mail documents See document relating to ledgers & groups Ledger wise & group wise doc view A user can view document relating to a particular ledger or a group of ledger. Suppose we are searching for Excise registration paper along with some other tax related doc then we can go for group wise doc view and can select group as “Duties & Taxes” 8. Manage Physical location of files No need to search file & folders just open Tally.ERP 9 and it will show the physical location of file go and pick them from slaves . It saves your so much time 9. System Requirement O.S : Windows XP or higher Application : Microsoft.net framework 2.0 or higher Tally .ERP 9 : Valid license with Release 4.6 or higher * Document management Apps work on Valid Tally.ERP 9 license only 10. Useful for Retailers, Whole sellers ,Distributors and C & F Private Limited Company NGO Media & Advertisement Agency Chartered Accountant Lawyers & consultant  Individual & HUF Firms Educational Institutions Builders and Contractors  Brokerage firms Automobile Industry Transporters  Travelling Agent Exporter & Importer  All Service Oriented Firms