The procedure to Export or Import the data in Tally.ERP 9 is as follows:

Step 1. Ensure that the F11: Features of both the companies are same. If not make the required changes to have similar F11: Featues in both companies.

Step 2. Load the company whose data you would like to export and follow the steps given below to export the data.

Normally thousands of Stock items are traded in an Organization. It may become unmanageable if the items are not properly grouped. You can arrange all Stock items into Stock Groups based on common features (e.g., based on Brand, Quality, Specification, etc.) You can nest Groups to any depth, as such.

Procedure to Export the data

• Go to Gateway of Tally > Display > List of Accounts
• Click E: Export or press Alt +E

The Exporting List of Ledgers screen is displayed.

• Select Default (All Languages) in the Language field
• Select XML(Data Interchange) in the Format field
• Enter the path of the location where the files are to be exported in the Export Location field.

The Output File Name field is pre-filled with the name master with file extension based on the option selected in Format field. You can change the name, if required.

• Select the option All Masters in the Type of Masters field.
• Accept to export the data in seleted format.
• Similarly export the company’s Vouchers from Display > Day Book
• Shut the Company after exporting the Masters and Vouchers.

Step 3. Load the company where masters have to be imported.

Procedure to Import the data

• Go to Gateway of Tally > Import of Data > Masters
• In Import of Masters screen, enter the required filename in Import File Name(XML) field
• Select the required Behaviour in Treatment of entries already existing field
  • Combine Opening Balance – Select this option to combine the opening balances both existing and new balances
  • Ignore Duplicates – Ignore all duplicate entries
  • Modify with New Data – Does not combine opening balances but modifies the existing data

On successfully importing the Masters, you can proceed to import the vouchers by following the steps shown above.

In case you are importing Tally 6.3/7.2 data then select SDF Format. It is essential to export the data in SDF format from Tally 6.3/7.2. The SDF format utility can be downloaded from the website.

Tally ERP Security

If more than one person has to work on the same Company in Tally, then you need to use thesecurity features available in Tally. You can enable the security feature while creating a new Company or using the Company Alteration screen. Next, you can create any number of Users and assign them the user-rights as required. For example, you may disallow “Voucher alteration” or “Back-dated Voucher entry” for a specific user.

Security Issues

How secure is Tally ERP ? Can a user with only data-entry rights make changes or view reports which he/she is not allowed to do so ? Well, here are few lines of TDL code with which it can be done :-

What happens with the above code ?

1) You get a new option in Gateway of Tally

When you start Tally ERP and open your Company, you get a new option in the Gateway of Tally. The new option “Reset Security” appears just above the QUIT option.

2) Using the new option, you can disable the Security features

Assuming, you are logged-in as a User with data-entry rights, you can use this option to disable the security feature itself. As you can see in the TDL code, this is done by setting the field ISSECURITYON as NO. Thats all.

Free download stronghold crusader full version. Next time when you start Tally ERP, open your Company and log-in as data-entry user, you can do anything, as security has been disabled.

In brief, a few lines of TDL code can be used to change the value in Tally database. i.e. to disable the security feature itself.

Update : 2011-09-29

Please see the comments for the response of Tally Solutions, Bangalore relating to the aforesaid subject matter.

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