1. © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 for Temple & Trust

2. © Tally Solutions Pvt. Ltd. All Rights Reserved 2 2 Agenda Temple & Trust – An Overview Structure of Temple & Trust Operations Tally.ERP 9 for Temple & Trust Business Process Flow Primary Requirement Tally.ERP 9 – Fitment

3. © Tally Solutions Pvt. Ltd. All Rights Reserved 3 3 Structure of Temple & Trust Operations Temple & Trust Pooja Management MIS Reports Regional Language Support Accounts Management Trust Activities Donations Management

4. © Tally Solutions Pvt. Ltd. All Rights Reserved 4 4 Temple & Trust – An Overview

5. © Tally Solutions Pvt. Ltd. All Rights Reserved 5 5 Temple & Trust – Pooja Management Temple & Trust Pooja Management MIS Reports Regional Language Support Accounts Management Trust Activities Donations Management

6. © Tally Solutions Pvt. Ltd. All Rights Reserved 6 6 Process Flow – Pooja Management

7. © Tally Solutions Pvt. Ltd. All Rights Reserved 7 7 Primary Requirement – Pooja Management Category / ModuleMajor RequirementExplanation Pooja ManagementRegular poojaDuring daily pooja/sevas, devotees come for different types of pooja like nivedyam, pushpanjali, soorya pooja, shani pooja, ganesh pooja and the respective receipts are to be printed. Booking management for special pooja Pooja date and time is booked in advance by the devotee on specific future event like birthday, marriage or festival. It is useful if the nakshatra and other details of the devotee can be printed in receipts. Pooja calendarPooja calendar showing the reservation dates and seva dates would be useful to temple management and booking office. The status like available, blocked, not available and instant booking option is useful to temple administration. SMS remindersReminder to priest about the special pooja through SMS would help for better planning and preparations. Priest commission management Several temples pay the priests based on number of pooja, the priest performed during the month. The commission percentages keep changing with seasons and also vary based on pooja types.

8. © Tally Solutions Pvt. Ltd. All Rights Reserved 8 8 Tally.ERP 9 Fitment – Pooja Management Contd.. SL No.RequirementPart of Tally.ERP 9Part of Solution 1Pooja price managementYes 2Pooja types (eg: pushpanjali, nivedyam etc.)Yes 3Pooja price managementYes 4Pooja receiptsYes 5Printing receiptsYes 6Special pooja bookingYes 7Special pooja devotee detailsYes 8Priest availabilityYes 9Deity availabilityYes 10Pooja schedulingYes 11Pooja stocks availabilityYes 12Priest commission managementYes

9. © Tally Solutions Pvt. Ltd. All Rights Reserved 9 9 Tally.ERP 9 Fitment – Pooja Management SL No.RequirementPart of Tally.ERP 9Part of Solution 13Cancellation of special poojaYes 14Rescheduling of poojaYes 15Reminders to priest through SMSYes 16Deity creationYes 17Festival pricing managementYes 18VIP pooja remindersYes 19Visiting priest/saints managementYes 20Stock updates (oil, ghee etc.)Yes 21Pooja expenditure managementYes 22Price level creationYes 23Pooja timetableYes 24Advance payment management for special poojaYes

10. © Tally Solutions Pvt. Ltd. All Rights Reserved 10 Temple & Trust – Regional Language Support Temple & Trust Pooja Management MIS Reports Regional Language Support Accounts Management Trust Activities Donations Management

11. © Tally Solutions Pvt. Ltd. All Rights Reserved 11 Primary Requirement – Regional Language Support Category / ModuleMajor RequirementExplanation Regional Language Support Pooja details in local language Temple priests prefer the pooja details printed in the local language, as the complex names of pooja’s are better pronounced, written, read in local languages. Nakshtra (star names), gothra, raashi (sun signs), deity names, upadevathas. Printing receiptsThe pooja receipts and donations receipts can be printed in local language for the devotees. Switching languageThe languages can be switched between english and local language and two different regional languages. The same temple operating in different states can alter language and use the same software and reporting formats. ReportsThe management reports, pooja reports can be seen in the local language. Communication LettersThe “Thank you” letters or temple event communications can be printed in the local language.

12. © Tally Solutions Pvt. Ltd. All Rights Reserved 12 Tally.ERP 9 Fitment – Regional Language Support SL No.RequirementPart of Tally.ERP 9Part of Solution 1Pooja details in local languageYes 2Nakshtra (Star names) in local languageYes 3Gothra in local languageYes 4Raashi (Sun signs) in local languageYes 5Deity names in local languageYes 6Upadevathas in local languageYes 7Print receipts in local languageYes 8Switch languages for complete user interfaceYes 9Temple reports in regional languageYes 10Pooja reports in regional languageYes 11Event communication letters in regional languageYes 12“Thank you” letters in regional languageYes

13. © Tally Solutions Pvt. Ltd. All Rights Reserved 13 Temple & Trust – Donations Management Temple & Trust Pooja Management MIS Reports Regional Language Support Accounts Management Trust Activities Donations Management

14. © Tally Solutions Pvt. Ltd. All Rights Reserved 14 Process Flow – Donations Management

15. © Tally Solutions Pvt. Ltd. All Rights Reserved 15 Primary Requirement – Donations Management Category / ModuleMajor RequirementExplanation Donations Management Donor details managementSeveral details of the donors need to be collected like name, date of birth, nakshatras, marriage dates, family details. The donor databases will help in understanding the popularity of temple and increased devotees. Donor classificationsDonors can be classified as regular donors or occasional donors. Regular donors get temple letters and communications through the post. Donation receiptsThe donation receipts need to be printed with a note saying Thank you and the donor details. Donor remarksSpecific purpose related donations are tracked to ensure the donation amount is spent for the same purpose. eg: a donation for food is spent for distributing the food.

16. © Tally Solutions Pvt. Ltd. All Rights Reserved 16 Tally.ERP 9 Fitment – Donations Management SL No.RequirementPart of Tally.ERP 9Part of Solution 1Donor basic details managementYes 2Donor pictures, horoscope, nakshtra detailsYes 3Gold, jewellery, silver, other donationsYes 4Donation historyYes 5Donation purposeYes 6Donation filtersYes 7Regular/non-regular donors classificationYes 8Donor letter communication for eventsYes 9Receipts for donationsYes 10“Thank you” emails for donorsYes 11Donor address on envelope for lettersYes 12Donor remarksYes

17. © Tally Solutions Pvt. Ltd. All Rights Reserved 17 Temple & Trust – Trust Activities Temple & Trust Pooja Management MIS Reports Regional Language Support Accounts Management Trust Activities Donations Management

18. © Tally Solutions Pvt. Ltd. All Rights Reserved 18 Process Flow – Trust Activities

19. © Tally Solutions Pvt. Ltd. All Rights Reserved 19 Primary Requirement – Trust Activities Category / ModuleMajor RequirementExplanation Trust Activity Management Funds management and temple maintenance Trust maintains the funds and manages the temple activities. Loans used by the temple, donations, daily collections, receipts and payments made, food expenditure, government sanctions are all accounted and kept track of. Regular maintenance activities like repairs, electricity expenses, painting are handled by the trust. Trust membership management Trust member details are to be recorded with details like membership fees paid, pictures of members, date of association etc. Meetings of management and trust decisions made can also be recorded. Events and advertisement management Festival related events, functions, marriages conducted in temple area needs to be organized. Accounts need to be maintained to know the exact expense. Temple employee and payroll management Several volunteers and devotees work for temple for free. The regular temple employees like accountants, cleaning personnel, priests’ salaries and attendance needs to be tracked. Temple shops and space management Temple space is used by different vendors for selling fruits, incense sticks and other pooja materials. The temple halls are also used for marriages, the charges are collected by the trust.

20. © Tally Solutions Pvt. Ltd. All Rights Reserved 20 Tally.ERP 9 Fitment – Trust Activities Contd.. SL No.RequirementPart of Tally.ERP 9Part of Solution 1Funds managementYes 2Loans managementYes 3Government sanctions managementYes 4Trust membership managementYes 5Member picturesYes 6Construction, repair expensesYes 7Painting expensesYes 8Water expensesYes 9Electricity expensesYes 10Temple space maintenanceYes 11Temple prasadam, idol salesYes 12Temple shop rent collectionYes

21. © Tally Solutions Pvt. Ltd. All Rights Reserved 21 Tally.ERP 9 Fitment – Trust Activities SL No.RequirementPart of Tally.ERP 9Part of Solution 13Event managementYes 14Festival management and expensesYes 15Facility bookingYes 16Festival announcement advertisement expensesYes 17Newspaper and television advertisement expensesYes 18Employee database managementYes 19Priest payroll managementYes 20Priest commissions, attendance, salaryYes 21Temporary and maintenance staffYes 22Visiting saints managementYes

22. © Tally Solutions Pvt. Ltd. All Rights Reserved 22 Temple & Trust – Accounts Management Temple & Trust Pooja Management MIS Reports Regional Language Support Accounts Management Trust Activities Donations Management

23. © Tally Solutions Pvt. Ltd. All Rights Reserved 23 Primary Requirement – Accounts Management Category / ModuleMajor RequirementExplanation Accounts ManagementStatement of accountsBalance sheet, profit and loss statements in schedule VI format, trial balance are needed for the management to track the profitability and expenses. Wealth taxUnder income tax act, the income of a private religious trust not ensuring to the benefit of the public at large shall not be exempt from tax. Wealth tax is to paid by the trust as per income generated and accumulated wealth. Auditing – direct and remoteAnnual auditing is an important factor. Private temples can get their accounts audited against declared wealth Branch ManagementMore than one branches are found in different cities, states & countries. It is important to track the profitability individually and as group of temples. Remote access and SMSAll the temple details can be accessed from anywhere, at anytime. Details are retrievable from mobile phones. Foreign currency management Donations from NRIs and international devotees in non-rupee denominations should be accounted and adjusted.

24. © Tally Solutions Pvt. Ltd. All Rights Reserved 24 Tally.ERP 9 Fitment – Accounts Management Contd.. SL No.RequirementPart of Tally.ERP 9Part of Solution 1Balance sheet – Schedule VIYes 2Profit and loss statement – Schedule VIYes 3Daily receipts and paymentsYes 4Multiple payment mode handlingYes 5Stock summery reportYes 6Branch wise reportsYes 7Staff database handlingYes 8Outstanding receivable and payableYes 9Trial balanceYes 10Multiple cheque payment optionYes 11Reminder letter, e-mailsYes 12Temple grouping (branch companies)Yes

25. © Tally Solutions Pvt. Ltd. All Rights Reserved 25 Tally.ERP 9 Fitment – Accounts Management Contd.. SL No.RequirementPart of Tally.ERP 9Part of Solution 13Payroll management for company drivers and staffYes 14Employee attendance and leavesYes 15Employee cost trackingYes 16Employee income tax and e-returnYes 17Branch transfer managementYes 18Branch synchronizationYes 19Branch-wise revenue managementYes 20Branch-wise cost trackingYes 21Cash flow, fund flow statementsYes 22Ageing analysis of receivables, debtor wiseYes 23Scenario managementYes 24Ratio analysisYes

26. © Tally Solutions Pvt. Ltd. All Rights Reserved 26 Tally.ERP 9 Fitment – Accounts Management SL No.RequirementPart of Tally.ERP 9Part of Solution 25Interest calculationYes 26Remote auditingYes 27Foreign currency handlingYes 28Budget and varianceYes 29Bank reconciliationYes 30Remote accessYes 31Government sanctions managementYes 32SecurityYes 33User access level, Authentication creationYes

27. © Tally Solutions Pvt. Ltd. All Rights Reserved 27 Temple & Trust – MIS Reports Temple & Trust Pooja Management MIS Reports Regional Language Support Accounts Management Trust Activities Donations Management

28. © Tally Solutions Pvt. Ltd. All Rights Reserved 28 Primary Requirement – MIS Reports Category / ModuleMajor RequirementExplanation MIS ReportsInvestment registersTrust needs to have a summary report for the collections and expenses in a particular period. Deposits in banks, post offices and mutual funds along with interests are to be recorded. Daily payment, receipts registers - Pooja reports Management would be interested in knowing the pooja reports on daily/weekly/monthly basis. The deity wise, priest wise reports will also be useful. Priest appointment report are also useful for commission calculation. Donor reportsThe donations summary on which donor paid during the period and top donors is useful for management. Excel integration and data migration Ability to migrate data from the existing systems to excel, XML format is very important with minimum effort.

29. © Tally Solutions Pvt. Ltd. All Rights Reserved 29 Tally.ERP 9 Fitment – MIS Reports SL No.RequirementPart of Tally.ERP 9Part of Solution 1Pooja summary reportYes 2Investment registersYes 3Fixed deposit registersYes 4Deposit summary ( Banks, PO, mutual funds)Yes 5Donor listYes 6Donation summary reportsYes 7Monthly donation summaryYes 8Investment maturity, interest reportsYes 9Donor lettersYes 10Priest appointment/commission reportsYes 11Excel integrationYes 12Data import/migrationYes

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