Data on a computer is vulnerable to all types of difficulties. Considering the same, it is important that we do not overlook the importance of regular backing-up of data regardless of the stability of the database. With a little planning and forethought, we can ensure that maintenance of the important data is continuous and hassle-free.

The procedure for taking a backup is as follows

1. Go to Gateway of Tally, select F3: Cmp Info > Backup

2. The Backup Companies on Disk screen is displayed.

Tally has a flexible backup mechanism where in you can take a backup of the data from virtually any storage medium into any other medium.

The more commonly used media are floppy drive, hard disk drive, zip drive, tape drive, etc - installed either locally or on a network. In the backup screen, the source of the backup and the destination of where it has to be stored have to be given and Tally will do as required.

Tally Vault password can be given in the Company Creation screen at the time of creating a company. For existing companies, which do not have a Tally Vault password, the procedure is:

1. Load the desired company

2. From Gateway of Tally, select F3: Cmp Info > Change Tally Vault.

3. The Change TallyVault screen is displayed prompting you to select the company from the List of Simple Companies in the Name field. Select the company from the list.

4. Enter the new Tally Vault password in the New Password field.

The security of data, financial or otherwise, has always been a matter of concern. Most business depend on the confidentiality of information. Tally Vault is an enhanced security system, which allows for encryption of the company data with the most secure method of encryption being used.

To display the changes made to Ledger Masters:

Go to Gateway of Tally> display> Statements of Accounts> Tally Audit> Ledgers

The Audit Ledgers screen is displayed. The listing here differs from the vouchers by two ways:

1. It allows you to display all Ledger Accounts and toggle between the ones that have been changed – (by pressing the toggle button F6:All Accts/Audit List)

This option tracks changes in vouchers, which are more than 30 days old.

Go to Gateway of Tally > Display > Statements of Accounts > TallyAudit > Vouchers

The Tally Audit Listing screen is displayed as shown below

The three buttons relevant to the audit list.

1. F7: Accept one

2. F7: Accept All

3. F12: Configure

F12: Configure

Select F12: Configure or press [F12] from the Tally Audit Listing screen

Go to Gateway of Tally > Display > Statements of Accounts >Tally Audit

You can view changes made to Vouchers and Ledgers

Tally Audit provides the capability to the administrator/auditor to track changes in the accounts following his previous review. Changes of two areas are very important – changes in Transactions or Vouchers and changes in Ledger Masters. Only changes that affect the integrity of a transaction are considered. For e.g. a change in the narration does not affect the integrity of a transaction and will not be considered as a change. Any material change in a voucher is logged. The name of a ledger account if changed is material and hence it would be tracked.

To create different users who belong to one or more different Security Levels or Types of Security

Go to Gateway of Tally, select F3: Cmp Info > Security Control > Users and Passwords

The List of Users for Company screen is displayed.

A brief description of all the fields in the List of Users for Company screen follows:

Name: The selected company name is displayed here automatically.

Name of User: Enter the name of the user.

Password (if any): Enter the password if required.