1. © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Educational Institutions

2. © Tally Solutions Pvt. Ltd. All Rights Reserved 2 2 Agenda Educational Institutions- Overview Schematic Representation of Educational Institution Solution Tally.ERP 9 For Educational Institutions Process Flow Primary Requirements Tally.ERP 9 – Fitment

3. © Tally Solutions Pvt. Ltd. All Rights Reserved 3 3 Educational Institutions – Overview Educational Institutions Overview PAYROLL MANAGEMENT DEPARTMENT MANAGEMENT ACCOUNTS MANAGEMENT TRANSPORT MANAGEMENT ADMISSION MANAGEMENT HOSTEL MANAGEMENT INVENTORY MANAGAMENT FEE MANAGEMENT LIBRARY MANAGEMENT

4. © Tally Solutions Pvt. Ltd. All Rights Reserved 4 4 Schematic Representation of Educational Institution Solution

5. © Tally Solutions Pvt. Ltd. All Rights Reserved 5 5 Educational Institutions – Admission Management Overview Educational Institutions Overview PAYROLL MANAGEMENT DEPARTMENT MANAGEMENT ACCOUNTS MANAGEMENT TRANSPORT MANAGEMENT A D M I S S I O N M A N A G E M E N T HOSTEL MANAGEMENT INVENTORY MANAGAMENT FEE MANAGEMENT LIBRARY MANAGEMENT

6. © Tally Solutions Pvt. Ltd. All Rights Reserved 6 6 Process Flow - Admission Management

7. © Tally Solutions Pvt. Ltd. All Rights Reserved 7 7 Primary Requirement-Admission Management Category/ ModuleRequirementExplanation Administration & Office:– Admission Management 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.

8. © Tally Solutions Pvt. Ltd. All Rights Reserved 8 8 Tally.ERP 9 Fitment-Admission Management SL NoRequirementTally.ERP 9CustomizableIntegration required 1Student application form sales handling Yes 2Student database creation and management Yes 3Existing student admission and promotion Yes 4Application form sales money management Yes 5New student admission fee collection and receipt management Yes

9. © Tally Solutions Pvt. Ltd. All Rights Reserved 9 9 Educational Institutions – Transport Management Overview Educational Institutions Overview PAYROLL MANAGEMENT DEPARTMENT MANAGEMENT ACCOUNTS MANAGEMENT T R A N S P O R T M A N A G E M E N T ADMISSION MANAGEMENT HOSTEL MANAGEMENT INVENTORY MANAGAMENT FEE MANAGEMENT LIBRARY MANAGEMENT

10. © Tally Solutions Pvt. Ltd. All Rights Reserved 10 Process Flow-Transport Management

11. © Tally Solutions Pvt. Ltd. All Rights Reserved 11 Primary Requirement- Transport Management CategoryRequirementExplanation Administration & Office:– Transport Management Vehicle managementAdvance 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 detailsNeed to calculate student transport fee (bus fees) as per the concessional rates if any.

12. © Tally Solutions Pvt. Ltd. All Rights Reserved 12 Tally.ERP 9 Fitment-Transport Management SL No RequirementTally.ERP 9CustomizableIntegration required 1Advance given for fuel and maintenance tracking Yes 2Advance against fuel billYes 3Comparison of kilometers with fuel consumption. Yes 4Bus route managementYes 5Calculation of class wise student strength in each bus route Yes 6Class wise pick up and drop point management Yes 7Transport slab detailsYes 8Drivers databaseYes 9Driver salary managementYes

13. © Tally Solutions Pvt. Ltd. All Rights Reserved 13 Educational Institutions – Hostel Management Overview Educational Institutions Overview PAYROLL MANAGEMENT DEPARTMENT MANAGEMENT ACCOUNTS MANAGEMENT TRANSPORT MANAGEMENT ADMISSION MANAGEMENT H O S T E L M A N A G E M E N T INVENTORY MANAGAMENT FEE MANAGEMENT LIBRARY MANAGEMENT

14. © Tally Solutions Pvt. Ltd. All Rights Reserved 14 Process Flow - Hostel Management

15. © Tally Solutions Pvt. Ltd. All Rights Reserved 15 Primary Requirement- Hostel Management CategoryRequirementExplanation Administration & Office:– Hostel Management Hostel room allotmentNeed 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. Hostel wise student database and contact numbers The information on contact details of the student, guardian details with Id proof and expected visitors details etc. Due date for hostel feeShould 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.

16. © Tally Solutions Pvt. Ltd. All Rights Reserved 16 Tally.ERP 9 Fitment-Hostel Management SL No RequirementTally.ERP 9CustomizableIntegration required 1Room allotment to studentsYes 2Transfer of rooms –change student from one room to another Yes 3Room type (one bed, two bed, three bed etc) Yes 4Student strength in roomsYes 5Hostel wise student data base management (contact details of students, guardian, visitors expected visitors details etc) Yes 6Hostel fee due date and collectionYes 7Hostel register management (visitors registers, student register etc) Yes

17. © Tally Solutions Pvt. Ltd. All Rights Reserved 17 Educational Institutions – Inventory Management Overview Educational Institutions Overview PAYROLL MANAGEMENT DEPARTMENT MANAGEMENT ACCOUNTS MANAGEMENT TRANSPORT MANAGEMENT ADMISSION MANAGEMENT HOSTEL MANAGEMENT I N V E N T O R Y M A N A G A M E N T FEE MANAGEMENT LIBRARY MANAGEMENT

18. © Tally Solutions Pvt. Ltd. All Rights Reserved 18 Process Flow - Inventory Management

19. © Tally Solutions Pvt. Ltd. All Rights Reserved 19 Primary Requirement-Inventory Management (stores) CategoryRequirementExplanation Administration & Office:– Inventory Management Purchase processStudent books purchase, stationery purchase, purchase returns, goods receipt entry. Sales cycleStudent 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: 9 th std. And while billing the books, by selecting a class books required for the specific class should get listed automatically. Reports1. Book sale report 2. Stationery sales report 3. Daily collection report 4. Purchase return report

20. © Tally Solutions Pvt. Ltd. All Rights Reserved 20 Tally.ERP 9 Fitment-Inventory Management (Stores) SL No RequirementTally.ERP 9CustomizableIntegration required 1Purchase process (text book, stationery purchase ) Yes 2Purchase returns managementYes 3Goods receipt entryYes 4Sales cycle (Student book, stationery sales) Yes 5Cash collection and issue of receipts (billing) Yes 6Inventory reports (Inward for text books, note book, stationeries Yes 7Inventory templates for sales billing-class wise text books. Yes

21. © Tally Solutions Pvt. Ltd. All Rights Reserved 21 Educational Institutions – Fees Management Overview Educational Institutions Overview PAYROLL MANAGEMENT DEPARTMENT MANAGEMENT ACCOUNTS MANAGEMENT TRANSPORT MANAGEMENT ADMISSION MANAGEMENT HOSTEL MANAGEMENT INVENTORY MANAGAMENT F E E M A N A G E M E N T LIBRARY MANAGEMENT

22. © Tally Solutions Pvt. Ltd. All Rights Reserved 22 Process Flow - Fees Management *All types of fee payment reminder is possible through SMS

23. © Tally Solutions Pvt. Ltd. All Rights Reserved 23 Requirement-Fees Management CategoryRequirementExplanation Administration & Office:– Fee Management Students admission fees management Should be able to track class/department wise due date for fee payment and issue of fee receipts. Hostel fees management Transportation fees management Library fees management Exam fees management SMS AlertsAll type of fees ( hostel Fees transportation, library fee, exam fee) due date reminder.

24. © Tally Solutions Pvt. Ltd. All Rights Reserved 24 Tally.ERP 9 Fitment- Fees Management SL NoRequirementTally.ERP 9CustomizableIntegration required 1Hostel fee management -due date, collection of fees and issue of receipts, fees pending list and SMS alerts Yes 2Transport fee management -due date, collection of fees and issue of receipts, fees pending list and SMS alerts Yes 3EXAM fee management -due date, collection of fees and issue of receipts, fees pending list and SMS alerts Yes 4Admission fee management -due date, collection of fees and issue of receipts, fees pending list and SMS alerts Yes 5Library fee management--due date, collection of fees and issue of receipts, fees pending list and SMS alerts Yes

25. © Tally Solutions Pvt. Ltd. All Rights Reserved 25 Educational Institutions – Payroll Management Overview Educational Institutions Overview P A Y R O L L M A N A G E M E N T DEPARTMENT MANAGEMENT ACCOUNTS MANAGEMENT TRANSPORT MANAGEMENT ADMISSION MANAGEMENT HOSTEL MANAGEMENT INVENTORY MANAGAMENT FEE MANAGEMENT LIBRARY MANAGEMENT

26. © Tally Solutions Pvt. Ltd. All Rights Reserved 26 Process flow - Payroll Management

27. © Tally Solutions Pvt. Ltd. All Rights Reserved 27 Primary Requirement- Payroll CategoryRequirementExplanation Administration & Office:– Payroll Defining pay structureShould 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 processingBased on the pay structure salary should be disbursed either by cash/cheque. ESI & PFDeduction and payment of PF & ESI contribution to concerned department.

28. © Tally Solutions Pvt. Ltd. All Rights Reserved 28 Tally.ERP 9 Fitment- Payroll Management SL No RequirementTally.ERP 9CustomizableIntegration 1Staff databaseYes 2Staff groupYes 3Employee pay structureYes 4Salary paymentYes 5Attendance (manual entry)Yes 6Provident fund, ESI, Professional tax, Gratuity Yes 7Promotion and arrear calculationYes 8Bonus calculationYes 9HR managementYes 10Pay slipYes 11Integration of attendance swipe recording system with payroll. Yes

29. © Tally Solutions Pvt. Ltd. All Rights Reserved 29 Educational Institutions – Accounts Overview Educational Institutions Overview PAYROLL MANAGEMENT DEPARTMENT MANAGEMENT A C C O U N T S M A N A G E M E N T TRANSPORT MANAGEMENT ADMISSION MANAGEMENT HOSTEL MANAGEMENT INVENTORY MANAGAMENT FEE MANAGEMENT LIBRARY MANAGEMENT

30. © Tally Solutions Pvt. Ltd. All Rights Reserved 30 Process flow -Accounts

31. © Tally Solutions Pvt. Ltd. All Rights Reserved 31 Primary Requirement- Accounts CategoryRequirementExplanation Administration & Office:– Accounts Management Daily updation's of collections and payments and receipts printing Accounting entry for fees receipts and direct & indirect expenses. Outstanding managementReport on various types of fee out standing Bank reconciliationReconciling the books of school and bank pass book for cheque issued Payments to vendorsShould be able to handle partial- full payments to suppliers of books and stationeries and track out standing records. MIS ReportsShould be able to generate reports- outstanding reports, income & expense reports, budget reports, cash flow & fund flow.

32. © Tally Solutions Pvt. Ltd. All Rights Reserved 32 Tally.ERP 9 Fitment- Accounts SL NoRequirementTally.ERP 9CustomizableIntegration 1Daily updation's of collections and payments Yes 2Voucher printingYes 3Day book preparationYes 4Bank reconciliationYes 5Bank/Cash payment and receiptsYes 6Purchase and sales bill accountingYes 7Purchase order processingYes 8Outstanding receivablesYes 9Trial balanceYes 10Income & Expenditure statementsYes

33. © Tally Solutions Pvt. Ltd. All Rights Reserved 33 Tally.ERP 9 Fitment- Accounts SL No RequirementTally.ERP 9CustomizableIntegration 11BalancesheetYes 12Columnar reportsYes 13BudgetYes 14Cash flow and fund flowYes 15Statutory forms (PF, ESI etc)Yes 16Location wise synchronizationYes 17Consolidation of accountsYes

34. © Tally Solutions Pvt. Ltd. All Rights Reserved 34 Educational Institutions – Department Management Overview Educational Institutions Overview PAYROLL MANAGEMENT D E P A R T M E N T M A N A G E M E N T ACCOUNTS MANAGEMENT TRANSPORT MANAGEMENT ADMISSION MANAGEMENT HOSTEL MANAGEMENT INVENTORY MANAGAMENT FEE MANAGEMENT LIBRARY MANAGEMENT

35. © Tally Solutions Pvt. Ltd. All Rights Reserved 35 Process Flow - Department Management

36. © Tally Solutions Pvt. Ltd. All Rights Reserved 36 Requirement- Department Management CategoryRequirementExplanation Department ManagementTime TableDepartment 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 InformationShould be able to create the examination masters, subject masters and mark sheets.

37. © Tally Solutions Pvt. Ltd. All Rights Reserved 37 Tally.ERP 9 Fitment - Department management SL No RequirementTally.ERP 9CustomizableIntegration 1Time tableYes 2Lecturer/Professor-availability reportYes 3Department wise fees collection report Yes 4Department wise fees type wise collection report Yes 5Academic informationYes

38. © Tally Solutions Pvt. Ltd. All Rights Reserved 38 Educational Institutions – Library Management Overview Educational Institutions Overview PAYROLL MANAGEMENT DEPARTMENT MANAGEMENT ACCOUNTS MANAGEMENT TRANSPORT MANAGEMENT ADMISSION MANAGEMENT HOSTEL MANAGEMENT INVENTORY MANAGAMENT FEE MANAGEMENT L I B R A R Y M A N A G E M E N T

39. © Tally Solutions Pvt. Ltd. All Rights Reserved 39 Primary Requirement-Library Management SL No RequirementTally.ERP 9CustomizableIntegration required 1Book category details Recommendable to customize in Tally.ERP 9 Series B. Yes 2Book author detailsYes 3Book publisher detailsYes 4Book language detailsYes 5Book conditionYes 6Book series detailsYes 7Book nameYes 8Book costYes 9Book issued report-student wiseYes 10Book issued report–staff wiseYes 11Returned book report employee/staff wise. Yes 12Missing book reportYes

40. © Tally Solutions Pvt. Ltd. All Rights Reserved 40 Thank You For any queries contact : team.ti@tallysolutions.comteam.ti@tallysolutions.com