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Tally Voucher Approval Module enables controlled approval workflows for sales, purchase, receipt, payment, and other vouchers. Set approval levels, restrict unauthorized transactions, and maintain better control over accounting operations.
TALLYPRIME CUSTOMIZATION
Introduce a structured approval workflow in TallyPrime with customized TDL. Control which vouchers require approval, who can approve them and when a transaction can proceed according to your business process.
Get Approval ModuleMake your transaction process more controlled by adding an approval layer before selected vouchers are finalized or processed.
CreateUser creates the required voucher in TallyPrime. |
SubmitVoucher is submitted for approval according to the configured workflow. |
ReviewAuthorized users review the transaction before approval. |
ApproveApproved transactions move forward according to your configured process. |
Voucher SubmissionAllow users to submit selected vouchers for approval after entering the required transaction details. |
Approval StatusMaintain clear statuses such as Pending, Approved and Rejected according to your workflow. |
Authorized ApprovalRestrict approval actions to designated users or roles. |
Rejection & RemarksAllow approvers to reject transactions and record remarks or reasons where required. |
Approval HistoryMaintain approval-related information for better transaction tracking and control. |
Pending Approval ReportView transactions waiting for approval through a customized report. |
| Voucher | Possible Approval Workflow |
|---|---|
| Sales Invoice | Review sales transactions before they are finalized according to business rules. |
| Purchase Invoice | Route purchase transactions to authorized users for review and approval. |
| Purchase Order | Require approval before purchase orders proceed according to the configured workflow. |
| Sales Order | Control order processing through designated approval levels. |
| Payment / Receipt | Add authorization before selected payment or receipt transactions are processed. |
| Other Vouchers | Configure approval functionality for other required voucher types based on your business process. |
Level 1Prepared By Voucher is entered and submitted by the user. |
Level 2Department Approval Department or team head reviews the transaction. |
Level 3Management Approval Authorized management reviews transactions requiring higher approval. |
FinalApproved Transaction proceeds according to the configured workflow. |
Amount-Based ApprovalRoute transactions for different approval levels based on defined amount thresholds. |
User-Based ApprovalDefine who can submit, review, approve or reject transactions. |
Voucher-Based ApprovalConfigure approval requirements separately for different voucher types. |
Party-Based RulesApply additional approval controls based on selected parties or business conditions. |
Location / BranchConfigure different approval workflows for branches or locations where required. |
Custom Business RulesBuild approval conditions around your specific business requirements. |
Pending VouchersQuickly identify transactions waiting for approval. |
Approved VouchersView transactions that have completed the approval process. |
Rejected VouchersTrack rejected transactions and their approval remarks. |
Approval HistoryReview approval activity for better transaction control. |
Better ControlAdd an approval layer to important business transactions. |
Defined ResponsibilityClearly define who can submit, review and approve transactions. |
Better VisibilityTrack pending, approved and rejected transactions. |
Customized WorkflowConfigure the approval process around your actual business needs. |
Get a customized Voucher Approval Module TDL with user-based, amount-based, voucher-based and multi-level approval workflows designed for your business.
Discuss Your Requirement
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