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Tally.

ERP 9 for Temple & Trust

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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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Structure of Temple & Trust Operations

Pooja MIS
Management Temple Reports
&
Trust

Regional Accounts
Language Management
Support

Donations Trust
Management Activities

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Temple & Trust – An Overview

TEMPLE & TRUST SOLUTION ON TALLY.ERP 9

POOJA (SEVA) REGIONAL LANGUAGE DONATIONS ACCOUNTS


TRUST ACTIVITIES MIS REPORTS
MANAGEMENT SUPPORT MANAGEMENT MANAGEMENT

· Regional language · Donors’ detail · Temple managing · Credit management · Investment register
REGULAR (DAILY) based names management committee/trust
SPECIAL POOJA · Income management · Fixed deposit summary
POOJA - Nakshatra (star names) member database
- Basic details with
· TDS on payments · Seva report
- Gothra (birth signs) donor photos - Basic details with
member photos · Employee payroll & · Summary report for
- Raashi (sun signs) - Address details with
· Different pooja types · Pooja booking cost tracking special & regular pooja
contact information - Association date
(eg: nivedyam, management - Deity names · Foreign currency · Deposit summary
pushpanjali etc.) - Nakshatra · Programs and event
· Priest commission - Upadevathas handling
managing - Banks
· Different pooja prices management - Donation history
· Printing pooja receipts · Branch management
and billing - Event budgeting - Company
· Pooja timetable in local language - Donation purpose and branch-wise
· Pooja receipts and - Event summary reports - Mutual funds
· Pooja reminders - Donor filters
· More than 12 languages
printing through SMS - Event expenditure · Multiple payment - Post office
support - Regular/non-regular
· Priest availability donor grouping - Rental equipment options - Others
· Cancellations and · Reports in regional
report for pooja rescheduling of pooja · Budgeting and variance
language - Letters to donors · Counter-wise sales of · Maturity reports
· Deity schedule report · Deity creation prasadam and idols · Accounts payable
· Switch between · Donation receipts · Interest register
for pooja
· Price level creation different languages · Volunteer details and · Statement of accounts
· Donor remarks · Donations report
· Schedule preparation payments
· Date reservations on · Communication letters · Expenditure reports · Donors summary report
· Pooja expenditure in local language · Temple maintenance
calendar · Outstanding reports · Monthly donation report
· Stock update of pooja · Visiting saints/ priest · Mess management
(eg: oil, ghee, etc.) · Cash flow and fund · Priest commission
management - Daily food expenses flows summary
· Festival time special - Kitchen equipment · Security and user
pooja pricing · Priest appointment
- Free food expenses access history
· VIP pooja reminders · Remote connectivity
· Facility booking
· Priest appointments · Declarations of corpus
- Marriage
- Festival · Corpus letters
· Bank challans
· Pending payments

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Temple & Trust – Pooja Management

Pooja MIS
Management Temple Reports
&
Trust

Regional Accounts
Language Management
Support

Donations Trust
Management Activities

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Process Flow – Pooja Management
POOJA (SEVA)
MANAGEMENT

REGULAR (DAILY)
SPECIAL POOJA
POOJA

Devotee comes to pooja


Devotee comes to pooja counter and informs about
counter and informs about the type of pooja to be done
the type of pooja to perform and date of pooja

Counter provides information Priest and Counter provides info to the


to the devotee about the deity devotee about the pooja and
pooja and prices availability prices

Devotee pays for the pooja in


Devotee pays for the pooja
advance through cash or card

Receipts are printed with


Receipts are printed with
Pooja schedule is prepared devotee details, star sign
devotee details, star sign
for priest & deity details and amount, along
details and amount
with pooja timings

Devotee goes to the deity


and priest in queue and Devotee goes to the deity
provides the receipt and gives the receipt to
priest on date of pooja

Pooja is performed by priest


on submitting receipt Pooja is performed by priest
on submitting receipt

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Primary Requirement – Pooja Management
Category / Module Major Requirement Explanation
Pooja Management 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 Pooja date and time is booked in advance by the devotee on
special pooja 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 Several temples pay the priests based on number of pooja, the
management 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 Yes

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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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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Temple & Trust – Regional Language Support

Pooja MIS
Management Temple Reports
&
Trust

Regional Accounts
Language Management
Support

Donations Trust
Management Activities

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Primary Requirement – Regional Language Support
Category / Module Major Requirement Explanation

Regional Language Pooja details in local Temple priests prefer the pooja details printed in the local
Support language 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.

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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

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Temple & Trust – Donations Management

Pooja MIS
Management Temple Reports
&
Trust

Regional Accounts
Language Management
Support

Donations Trust
Management Activities

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Process Flow – Donations Management
DONATIONS
MANAGEMENT

Devotee comes to donations


counter and enquires about
type of donation

Counter provides the


devotee about the donation Donor
types Details

Devotee donates cash/gold/ Donor details collected


card/ornaments etc. as – regular, occasional donor
donation and informs the
Donation dates, donation
purpose
purpose collected

Donation
Receipts are printed with Details
donor details and amount

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 Major Requirement Explanation

Donations Donor details management Several details of the donors need to be collected like name,
Management 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.

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Tally.ERP 9 Fitment – Donations Management
SL No. Requirement Part of Tally.ERP 9 Part of Solution

1 Donor basic details management Yes

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 Yes

10 “Thank you” emails for donors Yes

11 Donor address on envelope for letters Yes

12 Donor remarks Yes


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Temple & Trust – Trust Activities

Pooja MIS
Management Temple Reports
&
Trust

Regional Accounts
Language Management
Support

Donations Trust
Management Activities

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Process Flow – Trust Activities
TRUST ACTIVITIES

TRUST MEMBERSHIP ADVERTISEMENT EMPLOYEE


FUNDS MANAGEMENT TEMPLE MAINTANANCE TEMPLE SHOPS EVENTS MANAGEMENT
MANAGEMENT MANAGEMENT MANAGEMENT

· Accounting of temple · Member details · Construction/ repair · Temple canteens · Marriage management · Festival · Priests management
· Prasadam announcements
· Expenditure · Membership fee · Painting · Festival arrangements · Volunteer management
management management · Shops owned by temple · Newspaper ads
· Water expenses · Facility booking · Recruitments
· Funds disbursement · Board member details · Shops rented by temple · Television ads
· Electricity expenses · Temporary and
· Donation management · Member pictures and · Rent collection maintenance staff
· Loans management contact details · Visiting saints
· Shop accounts
· Association dates management management
· Government sanctions
· Leaves management
· Community
development activities · Salary and
compensation

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Primary Requirement – Trust Activities
Category / Module Major Requirement Explanation

Trust Activity Funds management and Trust maintains the funds and manages the temple activities.
Management temple maintenance 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 Trust member details are to be recorded with details like
management membership fees paid, pictures of members, date of association
etc. Meetings of management and trust decisions made can also
be recorded.
Events and advertisement Festival related events, functions, marriages conducted in
management temple area needs to be organized. Accounts need to be
maintained to know the exact expense.
Temple employee and payroll Several volunteers and devotees work for temple for free. The
management regular temple employees like accountants, cleaning personnel,
priests’ salaries and attendance needs to be tracked.
Temple shops and space Temple space is used by different vendors for selling fruits,
management 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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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

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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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Temple & Trust – Accounts Management

Pooja MIS
Management Temple Reports
&
Trust

Regional Accounts
Language Management
Support

Donations Trust
Management Activities

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Primary Requirement – Accounts Management
Category / Module Major Requirement Explanation
Accounts Management 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 Donations from NRIs and international devotees in non-rupee
management denominations should be accounted and adjusted.

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Tally.ERP 9 Fitment – Accounts Management
SL No. Requirement Part of Tally.ERP 9 Part of Solution
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 Yes

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 Yes

12 Temple grouping (branch companies) Yes


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Tally.ERP 9 Fitment – Accounts Management
SL No. Requirement Part of Tally.ERP 9 Part of Solution
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


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Tally.ERP 9 Fitment – Accounts Management
SL No. Requirement Part of Tally.ERP 9 Part of Solution
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 Yes

32 Security Yes

33 User access level , Authentication creation Yes

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Temple & Trust – MIS Reports

Pooja MIS
Management Temple Reports
&
Trust

Regional Accounts
Language Management
Support

Donations Trust
Management Activities

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Primary Requirement – MIS Reports
Category / Module Major Requirement Explanation

MIS Reports 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 Management would be interested in knowing the pooja reports
registers - 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 Ability to migrate data from the existing systems to excel,
migration XML format is very important with minimum effort.

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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 Yes

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

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