Tally.ERP 9 For Educational Institutions
© Tally Solutions Pvt. Ltd. All Rights Reserved
Agenda
• Educational Institutions- Overview
• Schematic Representation of Educational Institution Solution
• Tally.ERP 9 For Educational Institutions
• Process Flow
• Primary Requirements
• Tally.ERP 9 – Fitment
© Tally Solutions Pvt. Ltd. All Rights Reserved
2
Educational Institutions – Overview
Educational Institutions
Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
3
Schematic Representation of Educational Institution Solution
Schematic Representation of Educational Institute Solution on Tally.ERP 9
ADMINISTRATION /OFFICE
Payroll
Transport
Hostel
Inventory
Admission
Management
Fee Management
Applications
sales
New
students
Accounts
Book category details
Book author details
Book publisher details
Book language details
Book series details
Book name
Book cost
Book issued
report(student wise and
staff wise)
· Missing book report
Existing
students
· Vehicle
details
· Drivers data
base
· Vehicle route
details
· Student wise
pickup and
drop point
· Hostel details
· Student count in
each hostel
· Hostel fee
receipt
· Hostel fee due
date
· Contact details
of student
· Local guardian
details
·
·
·
·
·
Hostel Fee
Tuition Fee
Exam Fee
Transport Fee
SMS alert
© Tally Solutions Pvt. Ltd. All Rights Reserved
·
·
·
·
·
·
·
·
·
·
·
Name of the student
Gender & DOB
Religion
Nationality
Father’s name
Father’s education
Father’s designation
Mother’s name
Guardians name
Permanent address
Transport
requirement
· Hostel requirement
· Purchase
of books &
stationary
· Sale of
books &
stationery
· Income/Expenses
statement
· Consolidation
Academic
Information
Reports
·
·
·
·
·
·
·
·
Refer
history
· Staff database
· Contract
period
· Pay structure
· Attendance
· Payments
· Income tax
· PF & ESI
DEPARTMENT MANAGEMENT
LIBRARY MANAGEMENT
Time table
Fee Management
Examination
masters
Subject
masters
Division
masters
Marks sheet
Class details
Teachers list
Subjects
Attendance
·
·
·
·
·
Hostel Fee
Tuition Fee
Exam Fee
Transport Fee
Hostel Fee
4
Educational Institutions – Admission Management Overview
Educational Institutions
Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
5
Process Flow - Admission Management
Student Admission
Existing Student/
Student Promotion
New Student
Office staff, issue the
application, note the
application number and
collect money
Course Enquiry/
Student Walk in
Students returns the
filled applications
Update the records
with student
promotion details
Publish the same
Check the eligibility
of the student- Admission
criteria(Verify application,
Marksheet,Special quota
if any)
SELECTED
NOT SELECTED
Rejection
Publish the selected
students list & schedule
the final interview
SELECTED
Final round eligibility
checking by (concerned
department or principal)
NOT SELECTED Rejection
Finalize
Admission
Student Database
Creation
Office staff collect
the necessary
documents & Fees
Issue ID Cards
© Tally Solutions Pvt. Ltd. All Rights Reserved
6
Primary Requirement-Admission Management
Category/ Module
Administration & Office:–
Admission Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Requirement
Explanation
Admission form
sales
Should be able to handle application form
sales with or without creating the applicant
as student master in the database. At the
same time should be able to track the
collection through application sales.
New student
admission
process
Application collection, eligibility check
scheduling student interview, mark sheet
collection, interview schedule, data base
creation, issuing ID cards etc.
Existing
student
admission /
student
promotion
Once student is passed out from one
semester, the student master can be
updated. The result of this will allow viewing
the student class information with the latest
class details.
Student data
base creation
and handling
This enables to maintain students database
and access all information provided by
student in the admission Form.
7
Tally.ERP 9 Fitment-Admission Management
SL No
Requirement
1
Student application form sales
handling
Yes
2
Student database creation and
management
Yes
3
Existing student admission and
promotion
Yes
4
Application form sales money
management
Yes
5
New student admission fee
collection and receipt
management
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customizable
Integration
required
8
Educational Institutions – Transport Management Overview
Educational Institutions
Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
9
Process Flow-Transport Management
TRANSPORT MANAGEMENT
Vehicle (Bus)
Driver Name
Reports
Driver Salary
Class wise
transport list
Advance
given for fuel
Class wise
transport strength
Fuel bill
submission
Transport
slab list
Accounting
Fuel
consumption
Route
Route-A
Route-B
Pick up/Drop
point- Route A
Pick up/Drop
point-Route B
Student wise
pickup and drop
details
Kilometer wise
fuel comparison
© Tally Solutions Pvt. Ltd. All Rights Reserved
10
Primary Requirement- Transport Management
Category
Administration & Office:–
Transport Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Requirement
Explanation
Vehicle management
Advance given for fuel, fuel bill
tracking, kilometers covered and
comparison of fuel with kilometers,
route management etc.
Drivers database
management
Drivers contact details and salary
management.
Handling of pickup and
drop points
Class-wise student strength, class
wise transport list, class wise pickup
and drop points
Transport slab details
Need to calculate student transport
fee (bus fees) as per the concessional
rates if any.
11
Tally.ERP 9 Fitment-Transport Management
SL
No
Requirement
Tally.ERP 9
1
Advance given for fuel and maintenance
tracking
Yes
2
Advance against fuel bill
Yes
3
Comparison of kilometers with fuel
consumption.
Yes
4
Bus route management
Yes
5
Calculation of class wise student strength
in each bus route
Yes
6
Class wise pick up and drop point
management
Yes
7
Transport slab details
Yes
8
Drivers database
Yes
9
Driver salary management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Customizable
Integration
required
Yes
12
Educational Institutions – Hostel Management Overview
Educational Institutions
Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
13
Process Flow - Hostel Management
HOSTEL MANAGEMENT
Student Collect
Hostel application
Form and submit
OFFICE
Office collect Caution deposit
from student and issue letter
for hostel warden
Warden
Hostel student Data collection
Form
Rooms
Student Room
Allotment
Student contact
details
Student
guardian details
Expected
Visitors details
Hostel registors
Visitors
Registor
Explain Rules &
Regulation
Student
Register
Leave
Register
One Bed
Room
Two Bed
Room
Three bed
Room
No Rooms and student
strength Report
© Tally Solutions Pvt. Ltd. All Rights Reserved
Transfer of
Rooms
IN/OUT
register
Fee Due date/
Fee register
14
Primary Requirement- Hostel Management
Category
Administration & Office:–
Hostel Management
Requirement
Hostel room allotment
Hostel wise student
database and contact
numbers
© Tally Solutions Pvt. Ltd. All Rights Reserved
Explanation
Need to allot room based on the
capacity to accommodate students
(one bed room, two bed room, three
bed room). Should be able to record
transfer of student from one room to
another. Room slab details, number
of students strength in room etc.
The information on contact details of
the student, guardian details with Id
proof and expected visitors details
etc.
Due date for hostel fee
Should be able to generate the report
based on the due date of hostel fee.
Hostel register
management
Need to capture the student IN and
OUT information (date & time) and
visitors details. Also the leave details
of the student needs to be
maintained.
15
Tally.ERP 9 Fitment-Hostel Management
SL
No
Requirement
1
Room allotment to students
Yes
2
Transfer of rooms –change student from
one room to another
Yes
3
Room type (one bed, two bed, three bed
etc)
Yes
4
Student strength in rooms
Yes
5
Hostel wise student data base
management (contact details of students,
guardian, visitors expected visitors details
etc)
Yes
6
Hostel fee due date and collection
Yes
7
Hostel register management (visitors
registers, student register etc)
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customizable
Integration
required
16
Educational Institutions – Inventory Management Overview
Educational Institutions
Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
17
Process Flow - Inventory Management
INVENTORY MANAGEMENT
Existing stores
New Stores
Stock Taking
Identify the items
required in the
stores
Purchase Order
Suppliers
PURCHASE RETURNS
INVOICE
STORES (Check the
stock &
acknowledge)
Accounts
(Purchase Bill
entry in accounts)
Student walks-in
and Select the
Stationeries/Books
etc
Make the payment
to Store clerk
Collect money and
give the receipt
Reports
1. Book sale report
2. Stationery sales
report
3. Daily collection
report 4. purchase
return report
© Tally Solutions Pvt. Ltd. All Rights Reserved
18
Primary Requirement-Inventory Management (stores)
Category
Administration & Office:–
Inventory Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Requirement
Explanation
Purchase process
Student books purchase,
stationery purchase, purchase
returns, goods receipt entry.
Sales cycle
Student books sales, stationery
sales, daily collection details, sales
billing etc
Inventory templates for
sales billing-class wise
books list.
Should be able to define text
books required for specific class
For Eg: 9th std. And while billing
the books, by selecting a class
books required for the specific
class should get listed
automatically.
Reports
1.
2.
3.
4.
Book sale report
Stationery sales report
Daily collection report
Purchase return report
19
Tally.ERP 9 Fitment-Inventory Management (Stores)
SL
No
Requirement
Tally.ERP 9
1
Purchase process (text book, stationery
purchase )
Yes
2
Purchase returns management
Yes
3
Goods receipt entry
Yes
4
Sales cycle (Student book, stationery
sales)
Yes
5
Cash collection and issue of receipts
(billing)
Yes
6
Inventory reports (Inward for text books,
note book, stationeries
Yes
7
Inventory templates for sales billing-class
wise text books.
© Tally Solutions Pvt. Ltd. All Rights Reserved
Customizable
Integration
required
Yes
20
Educational Institutions – Fees Management Overview
Educational Institutions
Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
21
Process Flow - Fees Management
Fee Management
Transport Fee
Hostel Fee
Due Date
Collection
Library Fee
Students fee
pending list
Tuition fee
Exam Fee
Collection
Due Date
Collection
Students fee
pending list
Due Date
Due Date
Collection
Collection
Students fee
pending list
Students fee
pending list
*All types of fee payment reminder is
possible through SMS
© Tally Solutions Pvt. Ltd. All Rights Reserved
22
Requirement-Fees Management
Category
Administration & Office:–
Fee Management
Requirement
Explanation
Students
admission fees
management
Hostel fees
management
Transportation
fees management
Should be able to track class/department
wise due date for fee payment and issue
of fee receipts.
Library fees
management
Exam fees
management
SMS Alerts
© Tally Solutions Pvt. Ltd. All Rights Reserved
All type of fees ( hostel Fees
transportation, library fee, exam fee)
due date reminder.
23
Tally.ERP 9 Fitment- Fees Management
SL No
Requirement
1
Hostel fee management -due date, collection
of fees and issue of receipts, fees pending
list and SMS alerts
Yes
2
Transport fee management -due date,
collection of fees and issue of receipts, fees
pending list and SMS alerts
Yes
3
EXAM fee management -due date, collection
of fees and issue of receipts, fees pending
list and SMS alerts
Yes
4
Admission fee management -due date,
collection of fees and issue of receipts, fees
pending list and SMS alerts
Yes
5
Library fee management--due date,
collection of fees and issue of receipts, fees
pending list and SMS alerts
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customizable
Integration
required
24
Educational Institutions – Payroll Management Overview
Educational Institutions
Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
25
Process flow - Payroll Management
PAYROLL MANAGEMENT
Staff Database
Staff Group
Attendance
Professor/
Lecturer
Office Staff
Leave
with Pay
Employee Pay
structure
Leave without
Pay
Maternity
Leave
Reports/Forms
Promotion/
Bonus
PF
ESI
Professional
Tax form
Gratuity
Arrear
Calculation
Salary payment
Payslip
© Tally Solutions Pvt. Ltd. All Rights Reserved
26
Primary Requirement- Payroll
Category
Administration & Office:–
Payroll
© Tally Solutions Pvt. Ltd. All Rights Reserved
Requirement
Explanation
Defining pay structure
Should be able to define the staff pay
structure like basic, DA etc,
CCA,PF,ESI etc.
Attendance
management
Should be able to captures staff
attendance and linked to payroll.
Integration with attendance swipe
recording system.
Salary processing
Based on the pay structure salary
should be disbursed either by
cash/cheque.
ESI & PF
Deduction and payment of PF & ESI
contribution to concerned
department.
27
Tally.ERP 9 Fitment- Payroll Management
SL
No
Requirement
Tally.ERP 9
1
Staff database
Yes
2
Staff group
Yes
3
Employee pay structure
Yes
4
Salary payment
Yes
5
Attendance (manual entry)
Yes
6
Provident fund, ESI, Professional tax,
Gratuity
Yes
7
Promotion and arrear calculation
Yes
8
Bonus calculation
Yes
9
HR management
10
Pay slip
11
Integration of attendance swipe recording
system with payroll.
© Tally Solutions Pvt. Ltd. All Rights Reserved
Customizable
Integration
Yes
Yes
Yes
28
Educational Institutions – Accounts Overview
Educational Institutions
Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
29
Process flow -Accounts
ACCOUNTS
Single Location
Day to day
Transactions
Daily updating of
collection
Voucher printing
Day book
preparation
Bank Reconciliation
Bank/Cash payment
Cash/bank receipt
Purchase and sales
bill accounting
Purchase order
processing
MIS Reports
Outstanding Fee
receivable list
Trial Balance
Income & Expenditure
Statement
Multiple Locations
Day to day
Transactions (HO)
Daily updating of
collection
Voucher printing
Day book preparation
Location
Synchronization of
daily collection,
payments to accounts
Filing of statutory
forms (PF, ESI etc)
MIS Reports
Outstanding Fee
receivable list
Trial Balance
Income & Expenditure
Statement
Balance sheet
Bank Reconciliation
Columnar Reports
Bank/Cash payment
Cash flow and fund
flow
Budgeting
Cash/bank receipt
Branch wise reports
Budget
Cash flow allocation
Purchase and sales bill
accounting
Budgeting
Cash flow allocation
Cash Flow & Fund flow
Statutory forms (PF, ESI
etc)
© Tally Solutions Pvt. Ltd. All Rights Reserved
Purchase order
processing
Balance sheet
Columnar Reports
Cash Flow & Fund flow
Statutory forms
30
Primary Requirement- Accounts
Category
Administration & Office:–
Accounts Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Requirement
Explanation
Daily updation's of
collections and payments
and receipts printing
Accounting entry for fees receipts
and direct & indirect expenses.
Outstanding management
Report on various types of fee out
standing
Bank reconciliation
Reconciling the books of school and
bank pass book for cheque issued
Payments to vendors
Should be able to handle partialfull payments to suppliers of books
and stationeries and track out
standing records.
MIS Reports
Should be able to generate
reports- outstanding reports,
income & expense reports, budget
reports, cash flow & fund flow.
31
Tally.ERP 9 Fitment- Accounts
SL No
Requirement
Tally.ERP 9
1
Daily updation's of collections and
payments
Yes
2
Voucher printing
Yes
3
Day book preparation
Yes
4
Bank reconciliation
Yes
5
Bank/Cash payment and receipts
Yes
6
Purchase and sales bill accounting
Yes
7
Purchase order processing
Yes
8
Outstanding receivables
Yes
9
Trial balance
Yes
10
Income & Expenditure statements
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Customizable
Integration
32
Tally.ERP 9 Fitment- Accounts
SL
No
Requirement
Tally.ERP 9
11
Balancesheet
Yes
12
Columnar reports
Yes
13
Budget
Yes
14
Cash flow and fund flow
Yes
15
Statutory forms (PF, ESI etc)
Yes
16
Location wise synchronization
Yes
17
Consolidation of accounts
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Customizable
Integration
33
Educational Institutions – Department Management Overview
Educational Institutions
Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
34
Process Flow - Department Management
DEPARTMENT MANAGEMENT
Reports
Time table
Academic Information
Fee Management
Examination
masters
Subject masters
Division masters
Marks sheet
Class details
Teachers list
Subjects
·
·
·
·
·
Hostel Fee
Tuition Fee
Exam Fee
Transport Fee
Hostel Fee
Attendance
© Tally Solutions Pvt. Ltd. All Rights Reserved
35
Requirement- Department Management
Category
Department Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Requirement
Explanation
Time Table
Department wise/class wise/
lecturer/professor wise time
tables.
Report on availability of
lecturer /professors
For handling the absence of
lecturer/professors.
Department wise fee
management
Should be able to generate
department wise all fees
needs to be collected.
Academic Information
Should be able to create the
examination masters, subject
masters and mark sheets.
36
Tally.ERP 9 Fitment - Department management
SL
No
Requirement
1
Time table
Yes
2
Lecturer/Professor-availability report
Yes
3
Department wise fees collection
report
Yes
4
Department wise fees type wise
collection report
Yes
5
Academic information
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customizable
Integration
37
Educational Institutions – Library Management Overview
Educational Institutions
Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
38
Primary Requirement-Library Management
SL
No
Requirement
1
Book category details
Yes
2
Book author details
Yes
3
Book publisher details
Yes
4
Book language details
Yes
5
Book condition
Yes
6
Book series details
7
Book name
8
Book cost
9
Book issued report-student wise
Yes
10
Book issued report–staff wise
Yes
11
Returned book report employee/staff
wise.
Yes
12
Missing book report
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customizable
Recommendable
to customize in
Tally.ERP 9
Series B.
Integration
required
Yes
Yes
Yes
39
Thank You
For any queries contact : [email protected]
© Tally Solutions Pvt. Ltd. All Rights Reserved
40
Descargar

Corp PPT - Experience the Power of Tally.ERP 9