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Tally Prime Course Export Import, Security Control

The document discusses exporting and importing XML data between companies in Tally. It describes how to: 1) Export masters and transactions from an existing company in XML format and import them into a new company to maintain the same ledgers. 2) Export masters in XML format from the existing company by selecting the masters and file format from the export menu. 3) Import the master data file into a new company by selecting the file from the import menu and choosing options for handling existing masters.

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Elakiyaa
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218 views3 pages

Tally Prime Course Export Import, Security Control

The document discusses exporting and importing XML data between companies in Tally. It describes how to: 1) Export masters and transactions from an existing company in XML format and import them into a new company to maintain the same ledgers. 2) Export masters in XML format from the existing company by selecting the masters and file format from the export menu. 3) Import the master data file into a new company by selecting the file from the import menu and choosing options for handling existing masters.

Uploaded by

Elakiyaa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Export and Import XML Data

We need to export and Import the data of ledgers of to maintain the same ledgers
of a existing company in a new company. Further, copy the transactions up to a
specific date from the existing company into the new company. We can export the
masters and transactions from the existing company in XML format, and import
them into the new company.
Export Masters in XML format
Alt +E > Masters
Export
Type of Masters : Ledgers
File Format : XML (Data Interchange)
Export to : Local Drive
Folder Path : C:\Program files\Tally Prime
File Name : Master.xml

/
Press E : Send

m
Note : Folder Path and File Name may be change by pressing F6

.co
dy
Import Masters Data in New Company
Create New Company (New Data)
tu

Press Alt+O
cs

Import Masters (Only Tally XML format is supported)


File Path :
/ss

File to import : Master.xml


Behavior of import if master already exists: Select as per your requirement
s:/

Combine opening balance


Ignore duplicate
tp

Modify with new data


ht

Press Enter to import the data


Check the ledgers and imported data in
Gate way of Tally > charts of Accounts

Super Success Institute Page 51


Security Control

Protect Company data with Password

Alt+F3 : Company > Alter Company >


F12 > configure > Use user access control : Yes
Security
Control user Access to Company data : Yes
User Name: abd
Password: 123
Confirm Password : 123
Enable Tally Audit: Yes

/
m
Accept: Yes
F3: Company: Shut Company

.co
Reopen with username and password. dy
tu

Use Security Audit Features: The admin can use this feature to access the all users
cs

date in that company.


/ss

Display More Reports > Statement of Accounts > Tally Audit


Check Voucher Type
Masters
s:/

Users
Remove Password from the Company
tp

F3: Company > Alter Company


ht

Control user access to company data :No


Current /Existing password: 123
Accept: Yes
F3: Company: Shut Company
Reopen the Company (username and password is not required)

Super Success Institute Page 52


TallyVault

Tally Vault: This feature will encrypt the company data and hide company name at list of
Company.

F3> Alter company > F12 Configure

Configuration:
Use Tally Vault Password to encrypt company data : Yes
Use Access Control : No

/
m
Alt +K (Company) > Tally Vault
Company Name : ABC Ltd (Open company name)

.co
Password : 123
Confirm Password: 123 dy
Accept : Yes
Set the Tally Vault Password : Yes
tu
Do you want to create a copy of company : No
Check the Company in the List of Company
cs

F3 : Company > Select Company


/ss

The Company is shown as “ *************”


Select this company :
s:/

TallyVault Password : 123


tp
ht

Super Success Institute Page 53

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