Transcript Corp PPT - Tally Solutions

Tally.ERP 9 for Temple & Trust
© Tally Solutions Pvt. Ltd. All Rights Reserved
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
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2
Structure of Temple & Trust Operations
Pooja
Management
MIS
Reports
Temple
&
Trust
Regional
Language
Support
Accounts
Management
Donations
Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Trust
Activities
3
Temple & Trust – An Overview
TEMPLE & TRUST SOLUTION ON TALLY.ERP 9
POOJA (SEVA)
MANAGEMENT
REGULAR (DAILY)
POOJA
SPECIAL POOJA
REGIONAL LANGUAGE
SUPPORT
· Regional language
based names
- Nakshatra (star names)
- Gothra (birth signs)
· Different pooja types
(eg: nivedyam,
pushpanjali etc.)
· Different pooja prices
and billing
· Pooja booking
management
- Raashi (sun signs)
· Priest commission
management
- Upadevathas
- Deity names
· Pooja timetable
· Pooja receipts and
printing
· Printing pooja receipts
in local language
· Pooja reminders
through SMS
· Priest availability
report for pooja
· More than 12 languages
support
· Cancellations and
rescheduling of pooja
· Reports in regional
language
· Deity creation
· Price level creation
· Switch between
different languages
· Date reservations on
calendar
· Communication letters
in local language
· Deity schedule report
for pooja
· Schedule preparation
· Pooja expenditure
· Stock update of pooja
(eg: oil, ghee, etc.)
· Visiting saints/ priest
management
· Festival time special
pooja pricing
· VIP pooja reminders
· Priest appointments
DONATIONS
MANAGEMENT
· Donors’ detail
management
- Basic details with
donor photos
- Address details with
contact information
- Nakshatra
- Donation history
- Donation purpose
- Donor filters
- Regular/non-regular
donor grouping
- Letters to donors
· Donation receipts
· Donor remarks
TRUST ACTIVITIES
· Temple managing
committee/trust
member database
- Basic details with
member photos
- Association date
· Programs and event
managing
- Event budgeting
- Event summary
- Event expenditure
- Rental equipment
ACCOUNTS
MANAGEMENT
MIS REPORTS
· Credit management
· Investment register
· Income management
· Fixed deposit summary
· TDS on payments
· Seva report
· Employee payroll &
cost tracking
· Summary report for
special & regular pooja
· Foreign currency
handling
· Deposit summary
· Branch management
and branch-wise
reports
· Multiple payment
options
- Banks
- Company
- Mutual funds
- Post office
- Others
· Counter-wise sales of
prasadam and idols
· Budgeting and variance
· Maturity reports
· Accounts payable
· Volunteer details and
payments
· Interest register
· Statement of accounts
· Donations report
· Expenditure reports
· Donors summary report
· Outstanding reports
· Monthly donation report
· Cash flow and fund
flows
· Priest commission
summary
· Security and user
access
· Priest appointment
history
· Temple maintenance
· Mess management
- Daily food expenses
- Kitchen equipment
- Free food expenses
· Facility booking
· Remote connectivity
- Marriage
· Declarations of corpus
- Festival
· Corpus letters
· Bank challans
· Pending payments
© Tally Solutions Pvt. Ltd. All Rights Reserved
4
Temple & Trust – Pooja Management
Pooja
Management
MIS
Reports
Temple
&
Trust
Regional
Language
Support
Accounts
Management
Donations
Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Trust
Activities
5
Process Flow – Pooja Management
POOJA (SEVA)
MANAGEMENT
REGULAR (DAILY)
POOJA
SPECIAL POOJA
Devotee comes to pooja
counter and informs about
the type of pooja to perform
Devotee comes to pooja
counter and informs about
the type of pooja to be done
and date of pooja
Counter provides information
to the devotee about the
pooja and prices
Priest and
deity
availability
Devotee pays for the pooja in
advance through cash or card
Devotee pays for the pooja
Receipts are printed with
devotee details, star sign
details and amount
Devotee goes to the deity
and priest in queue and
provides the receipt
Pooja is performed by priest
on submitting receipt
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Counter provides info to the
devotee about the pooja and
prices
Pooja schedule is prepared
for priest & deity
Receipts are printed with
devotee details, star sign
details and amount, along
with pooja timings
Devotee goes to the deity
and gives the receipt to
priest on date of pooja
Pooja is performed by priest
on submitting receipt
6
Primary Requirement – Pooja Management
Category / Module
Pooja Management
Major Requirement
Explanation
Regular pooja
During 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 calendar
Pooja 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 reminders
Reminder 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.
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Tally.ERP 9 Fitment – Pooja Management
SL No.
Requirement
Part of Tally.ERP 9
Part of Solution
1
Pooja price management
Yes
2
Pooja types (eg: pushpanjali, nivedyam etc.)
Yes
3
Pooja price management
Yes
4
Pooja receipts
Yes
5
Printing receipts
6
Special pooja booking
Yes
7
Special pooja devotee details
Yes
8
Priest availability
Yes
9
Deity availability
Yes
10
Pooja scheduling
Yes
11
Pooja stocks availability
Yes
12
Priest commission management
Yes
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Yes
Contd..
8
Tally.ERP 9 Fitment – Pooja Management
SL No.
Requirement
Part of Tally.ERP 9
Part of Solution
13
Cancellation of special pooja
Yes
14
Rescheduling of pooja
Yes
15
Reminders to priest through SMS
Yes
16
Deity creation
Yes
17
Festival pricing management
Yes
18
VIP pooja reminders
Yes
19
Visiting priest/saints management
Yes
20
Stock updates (oil, ghee etc.)
Yes
21
Pooja expenditure management
Yes
22
Price level creation
Yes
23
Pooja timetable
Yes
24
Advance payment management for special pooja
Yes
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9
Temple & Trust – Regional Language Support
Pooja
Management
MIS
Reports
Temple
&
Trust
Regional
Language
Support
Accounts
Management
Donations
Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Trust
Activities
10
Primary Requirement – Regional Language Support
Category / Module
Regional Language
Support
Major Requirement
Explanation
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 receipts
The pooja receipts and donations receipts can be printed in
local language for the devotees.
Switching language
The 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.
Reports
The management reports, pooja reports can be seen in the local
language.
Communication Letters
The “Thank you” letters or temple event communications can
be printed in the local language.
© Tally Solutions Pvt. Ltd. All Rights Reserved
11
Tally.ERP 9 Fitment – Regional Language Support
SL No.
Requirement
Part of Tally.ERP 9
Part of Solution
1
Pooja details in local language
Yes
2
Nakshtra (Star names) in local language
Yes
3
Gothra in local language
Yes
4
Raashi (Sun signs) in local language
Yes
5
Deity names in local language
Yes
6
Upadevathas in local language
Yes
7
Print receipts in local language
Yes
8
Switch languages for complete user interface
Yes
9
Temple reports in regional language
Yes
10
Pooja reports in regional language
Yes
11
Event communication letters in regional language
Yes
12
“Thank you” letters in regional language
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
12
Temple & Trust – Donations Management
Pooja
Management
MIS
Reports
Temple
&
Trust
Regional
Language
Support
Accounts
Management
Donations
Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Trust
Activities
13
Process Flow – Donations Management
DONATIONS
MANAGEMENT
Devotee comes to donations
counter and enquires about
type of donation
Counter provides the
devotee about the donation
types
Devotee donates cash/gold/
card/ornaments etc. as
donation and informs the
purpose
Receipts are printed with
donor details and amount
Donor
Details
Donor details collected
– regular, occasional donor
Donation dates, donation
purpose collected
Donation
Details
Thank you letter is sent to
the donor
Donated funds are utilized
and the date and purpose of
utilization is recorded for
accounting purpose
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Primary Requirement – Donations Management
Category / Module
Donations
Management
Major Requirement
Explanation
Donor details management
Several 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 classifications
Donors can be classified as regular donors or occasional donors.
Regular donors get temple letters and communications through
the post.
Donation receipts
The donation receipts need to be printed with a note saying
Thank you and the donor details.
Donor remarks
Specific 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.
© Tally Solutions Pvt. Ltd. All Rights Reserved
15
Tally.ERP 9 Fitment – Donations Management
SL No.
Requirement
Part of Tally.ERP 9
Part of Solution
1
Donor basic details management
2
Donor pictures, horoscope, nakshtra details
Yes
3
Gold, jewellery, silver, other donations
Yes
4
Donation history
Yes
5
Donation purpose
Yes
6
Donation filters
Yes
7
Regular/non-regular donors classification
Yes
8
Donor letter communication for events
Yes
9
Receipts for donations
10
“Thank you” emails for donors
Yes
11
Donor address on envelope for letters
Yes
12
Donor remarks
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Yes
Yes
16
Temple & Trust – Trust Activities
Pooja
Management
MIS
Reports
Temple
&
Trust
Regional
Language
Support
Accounts
Management
Donations
Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Trust
Activities
17
Process Flow – Trust Activities
TRUST ACTIVITIES
FUNDS MANAGEMENT
· Accounting of temple
TRUST MEMBERSHIP
MANAGEMENT
· Member details
· Expenditure
management
· Membership fee
management
· Funds disbursement
· Board member details
· Donation management
· Loans management
· Member pictures and
contact details
· Government sanctions
· Association dates
· Community
development activities
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TEMPLE MAINTANANCE
TEMPLE SHOPS
EVENTS MANAGEMENT
· Construction/ repair
· Temple canteens
· Marriage management
· Painting
· Prasadam
· Festival arrangements
· Water expenses
· Shops owned by temple
· Facility booking
· Electricity expenses
· Shops rented by temple
ADVERTISEMENT
MANAGEMENT
· Festival
announcements
· Newspaper ads
· Television ads
EMPLOYEE
MANAGEMENT
· Priests management
· Volunteer management
· Recruitments
· Rent collection
· Temporary and
maintenance staff
· Shop accounts
management
· Visiting saints
management
· Leaves management
· Salary and
compensation
18
Primary Requirement – Trust Activities
Category / Module
Trust Activity
Management
Major Requirement
Explanation
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.
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19
Tally.ERP 9 Fitment – Trust Activities
SL No.
Requirement
Part of Tally.ERP 9
Part of Solution
1
Funds management
Yes
2
Loans management
Yes
3
Government sanctions management
Yes
4
Trust membership management
Yes
5
Member pictures
Yes
6
Construction, repair expenses
Yes
7
Painting expenses
Yes
8
Water expenses
Yes
9
Electricity expenses
Yes
10
Temple space maintenance
Yes
11
Temple prasadam, idol sales
Yes
12
Temple shop rent collection
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Contd.. 20
Tally.ERP 9 Fitment – Trust Activities
SL No.
Requirement
Part of Tally.ERP 9
Part of Solution
13
Event management
Yes
14
Festival management and expenses
Yes
15
Facility booking
Yes
16
Festival announcement advertisement expenses
Yes
17
Newspaper and television advertisement expenses
Yes
18
Employee database management
Yes
19
Priest payroll management
Yes
20
Priest commissions, attendance, salary
Yes
21
Temporary and maintenance staff
Yes
22
Visiting saints management
Yes
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21
Temple & Trust – Accounts Management
Pooja
Management
MIS
Reports
Temple
&
Trust
Regional
Language
Support
Accounts
Management
Donations
Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Trust
Activities
22
Primary Requirement – Accounts Management
Category / Module
Accounts Management
Major Requirement
Explanation
Statement of accounts
Balance sheet, profit and loss statements in schedule VI format,
trial balance are needed for the management to track the
profitability and expenses.
Wealth tax
Under 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 remote
Annual auditing is an important factor. Private temples can get
their accounts audited against declared wealth
Branch Management
More 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 SMS
All 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.
© Tally Solutions Pvt. Ltd. All Rights Reserved
23
Tally.ERP 9 Fitment – Accounts Management
SL No.
Requirement
Part of Tally.ERP 9
1
Balance sheet – Schedule VI
Yes
2
Profit and loss statement – Schedule VI
Yes
3
Daily receipts and payments
Yes
4
Multiple payment mode handling
Yes
5
Stock summery report
Yes
6
Branch wise reports
7
Staff database handling
Yes
8
Outstanding receivable and payable
Yes
9
Trial balance
Yes
10
Multiple cheque payment option
Yes
11
Reminder letter, e-mails
12
Temple grouping (branch companies)
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Part of Solution
Yes
Yes
Yes
Contd.. 24
Tally.ERP 9 Fitment – Accounts Management
SL No.
Requirement
Part of Tally.ERP 9
13
Payroll management for company drivers and staff
Yes
14
Employee attendance and leaves
Yes
15
Employee cost tracking
Yes
16
Employee income tax and e-return
Yes
17
Branch transfer management
Yes
18
Branch synchronization
Yes
19
Branch-wise revenue management
Yes
20
Branch-wise cost tracking
Yes
21
Cash flow, fund flow statements
Yes
22
Ageing analysis of receivables, debtor wise
Yes
23
Scenario management
Yes
24
Ratio analysis
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Part of Solution
Contd.. 25
Tally.ERP 9 Fitment – Accounts Management
SL No.
Requirement
Part of Tally.ERP 9
25
Interest calculation
Yes
26
Remote auditing
Yes
27
Foreign currency handling
Yes
28
Budget and variance
Yes
29
Bank reconciliation
Yes
30
Remote access
Yes
31
Government sanctions management
32
Security
Yes
33
User access level , Authentication creation
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Part of Solution
Yes
26
Temple & Trust – MIS Reports
Pooja
Management
MIS
Reports
Temple
&
Trust
Regional
Language
Support
Accounts
Management
Donations
Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Trust
Activities
27
Primary Requirement – MIS Reports
Category / Module
MIS Reports
Major Requirement
Explanation
Investment registers
Trust 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 reports
The 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.
© Tally Solutions Pvt. Ltd. All Rights Reserved
28
Tally.ERP 9 Fitment – MIS Reports
SL No.
Requirement
Part of Tally.ERP 9
Part of Solution
1
Pooja summary report
Yes
2
Investment registers
Yes
3
Fixed deposit registers
Yes
4
Deposit summary ( Banks, PO, mutual funds)
Yes
5
Donor list
6
Donation summary reports
Yes
7
Monthly donation summary
Yes
8
Investment maturity, interest reports
Yes
9
Donor letters
Yes
10
Priest appointment/commission reports
Yes
11
Excel integration
Yes
12
Data import/migration
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Yes
29
Thank You
For any queries, write to us :
[email protected]
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