TallyERP 9 For Educational Institution

Tally.
ERP 9 For Educational Institutions
© Tally Solutions Pvt. Ltd. All Rights Reserved

Agenda
• Educational Institutions- Overview
• How Educational Institutions Operations Structured
• Tally.ERP 9 For Educational Institutions
• Process Flow
• Primary Requirements
• Tally.ERP 9 – Fitment
© Tally Solutions Pvt. Ltd. All Rights Reserved 2

Educational Institutions – Overview
S PORT
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Educational Institutions
MA BRAR
Overview
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NA N NA
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How Educational Institutions Operations (School’s) Structured
Education Institution Process Flow
EDUCATIONAL INSTITUTION
LIBRARY DEPARTMENT MANAGEMENT

(Science, Maths etc)
ADMINISTRATION /
OFFICE
Payroll Transport Hostel Fee Admission Inventory Accounts REPORTS

Management Management
Applications New Existing

sales Students Students
Refer
History
Fees
Name of the student Purchase/ Income/Expe Time Table
Vehicle Details Hostel Names Management
Staff Data Class to which Sale of Statement
Drivers data NOS In each
Base admission is sought Books &
Hostel Hostel Fee
Contract base Sex, Religion stationary Consolidation
Hostel fee receipt Tuition Fee Classes Details
Period Vehicle route Nationality
details for student Exam Fee
Pay structure details DOB, Father Name,
Hostel fee due Transport Hostel Fee
Attendance Student Father education,
date details for Fee Teachers List Tuition Fee
Payments database Father designation,
student SMS alert Exam Fee
PF & ESI against route Mother Name,
Pickup and Contact details of Transport
student Guardian's Name
drop point Fee
Local Guardian Permanent Address Subjects
Hostel Fee
details Transport Required,
Hostel Required
Attendance

How Educational Institutions Operations (College’s) Structured
Education Institution Process Flow
EDUCATIONAL INSTITUTION
LIBRARY DEPARTMENT MANAGEMENT

ADMINISTRATION /
OFFICE
Payroll Transport Hostel Fee Admission Inventory Accounts REPORTS

Management Management
Applications New Existing

sales Students Students
Refer
History
Fees
Name of the student Purchase/ Income/Expe Time Table
Vehicle Details Hostel Names Management
Staff Data Class to which Sale of Statement
Drivers data NOS In each
Base admission is sought Books &
Hostel Hostel Fee
Contract base Sex, Religion stationary Consolidation
Hostel fee receipt Tuition Fee Classes Details
Period Vehicle route Nationality
details for student Exam Fee
Pay structure details DOB, Father Name,
Hostel fee due Transport Hostel Fee
Attendance Student Father education,
date details for Fee Teachers List Tuition Fee
Payments database Father designation,
student SMS alert Exam Fee
PF & ESI against route Mother Name,
Pickup and Contact details of Transport
student Guardian's Name
drop point Fee
Local Guardian Permanent Address Subjects
Hostel Fee
details Transport Required,
Hostel Required
Attendance

Educational Institutions – Admission Management Overview
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GEM Y
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Overview
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Process Flow - Admission Management
Student Admission
New Student Existing Student/

Student Promotion
Office staff, issue the

Course Enquiry/ application, note the Update the records
Student Walk in application number and with student
collect money promotion details
Students returns the Publish the same

filled applications
Check the eligibility

of the student- Admission
criteria(Verify application,
Marksheet,Special quota
if any)
SELECTED NOT SELECTED Rejection
Publish the selected

students list & schedule
the final interview
Final round eligibility

checking by (concerned
SELECTED NOT SELECTED Rejection
department or principal)
Finalize
Admission
Student Database
Creation
Office staff collect

the necessary
documents & Fees
Issue ID Cards

Primary Requirement-Admission Management
Category/ Module Requirement Explanation
Administration & Office:– Admission form Should be able to handle application form
Admission Management sales sales with or without creating the applicant
as student master in the database. At the
same time should be able to track the
collection through application sales.
New student Application collection, eligibility check
admission scheduling student interview, mark sheet
process collection, interview schedule, data base
creation, issuing ID cards etc.
Existing Once student is passed out from one
student semester, the student master can be
admission / updated. The result of this will allow viewing
student the student class information with the latest
promotion class details.
Student data This enables to maintain students database

base creation and access all information provided by
and handling student in the admission Form.
Tally.ERP 9 Fitment-Admission Management
SL No Requirement Tally.ERP 9 Customizable Integration
required
1 Student application form sales Yes

handling
2 Student database creation and Yes

management
3 Existing student admission and Yes

promotion
4 Application form sales money Yes

management
5 New student admission fee Yes

collection and receipt
management

Educational Institutions – Transport Management Overview
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GEM Y
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Overview
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Process Flow-Transport Management
TRANSPORT MANAGEMENT
Vehicle (Bus)
Driver Name Reports Route
Route-A Route-B
Class wise
Driver Salary
transport list
Advance Class wise Pick up/Drop Pick up/Drop

given for fuel transport strength point- Route A point-Route B
Fuel bill Transport Student wise

submission slab list pickup and drop
details
Fuel
Accounting
consumption
Kilometer wise
fuel comparison

Primary Requirement- Transport Management
Category Requirement Explanation
Administration & Office:– Vehicle management Advance given for fuel, fuel bill
Transport Management tracking, kilometers covered and
comparison of fuel with kilometers,
route management etc.
Drivers database Drivers contact details and salary

management management.
Handling of pickup and Class-wise student strength, class

drop points wise transport list, class wise pickup
and drop points
Transport slab details Need to calculate student transport

fee (bus fees) as per the concessional
rates if any.

Tally.ERP 9 Fitment-Transport Management
SL Requirement Tally.ERP 9 Customizable Integration
No required
1 Advance given for fuel and maintenance Yes
tracking
2 Advance against fuel bill Yes
3 Comparison of kilometers with fuel Yes
consumption.
4 Bus route management Yes
5 Calculation of class wise student strength Yes
in each bus route
6 Class wise pick up and drop point Yes

management
7 Transport slab details Yes
8 Drivers database Yes
9 Driver salary management Yes

Educational Institutions – Hostel Management Overview
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GEM Y
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Overview
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Process Flow - Hostel Management
HOSTEL MANAGEMENT
Student Collect
OFFICE Hostel application
Form and submit
Office collect Caution deposit

from student and issue letter
for hostel warden
Warden
Hostel registors Explain Rules &

Hostel student Data collection
Rooms Regulation
Form
Student Room Student contact Student Expected Visitors Student

Allotment details guardian details Visitors details Registor Register
Leave
Register
One Bed Two Bed Three bed Transfer of IN/OUT

Room Room Room Rooms register
Fee Due date/

No Rooms and student Fee register
strength Report

Primary Requirement- Hostel Management
Administration & Office:– Hostel room allotment Need to allot room based on the
Hostel Management capacity to accommodate students
(one bed room, two bed room, three
bed room). Should be able to record
transfer of student from one room to
another. Room slab details, number
of students strength in room etc.
The information on contact details of
Hostel wise student the student, guardian details with Id
database and contact proof and expected visitors details
numbers etc.
Due date for hostel fee Should be able to generate the report
based on the due date of hostel fee.
Hostel register Need to capture the student IN and

management OUT information (date & time) and
visitors details. Also the leave details
of the student needs to be
maintained.

Tally.ERP 9 Fitment-Hostel Management
required
1 Room allotment to students Yes
2 Transfer of rooms –change student from Yes

one room to another
3 Room type (one bed, two bed, three bed Yes
etc)
4 Student strength in rooms Yes
5 Hostel wise student data base Yes

management (contact details of students,
guardian, visitors expected visitors details
etc)
6 Hostel fee due date and collection Yes
7 Hostel register management (visitors Yes

registers, student register etc)
Educational Institutions – Inventory Management Overview
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GEM Y
MA BRAR
Overview
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Process Flow - Inventory Management
INVENTORY MANAGEMENT
Existing stores New Stores
Identify the items

Stock Taking required in the
stores
Purchase Order
Suppliers
PURCHASE RETURNS
STORES (Check the

INVOICE stock &
acknowledge)
Accounts
(Purchase Bill
entry in accounts)
Student walks-in
and Select the
Stationeries/Books
etc
Make the payment

to Store clerk
Collect money and Reports

give the receipt
1. Book sale report

2. Stationery sales
report
3. Daily collection
report 4. purchase
return report

Primary Requirement-Inventory Management (stores)
Administration & Office:– Purchase process Student books purchase,
Inventory Management stationery purchase, purchase
returns, goods receipt entry.
Sales cycle Student books sales, stationery

sales, daily collection details, sales
billing etc
Inventory templates for Should be able to define text

sales billing-class wise books required for specific class
books list. For Eg: 9th std. And while billing
the books, by selecting a class
books required for the specific
class should get listed
automatically.
Reports 1. Book sale report

2. Stationery sales report
3. Daily collection report
4. Purchase return report
Tally.ERP 9 Fitment-Inventory Management (Stores)
required
1 Purchase process (text book, stationery Yes

purchase )
2 Purchase returns management Yes
3 Goods receipt entry Yes
4 Sales cycle (Student book, stationery Yes

sales)
5 Cash collection and issue of receipts Yes

(billing)
6 Inventory reports (Inward for text books, Yes

note book, stationeries
7 Inventory templates for sales billing-class Yes

wise text books.

Educational Institutions – Fees Management Overview
S PORT
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GEM Y
MA BRAR
Overview
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Process Flow - Fees Management
Fee Management
Hostel Fee Transport Fee Library Fee Exam Fee Tuition fee
Due Date Collection Students fee Collection Due Date Collection Students fee
pending list pending list
Due Date Collection Students fee Due Date Collection Students fee
pending list pending list
*All types of fee payment reminder is

possible through SMS

Requirement-Fees Management
Administration & Office:– Students
Fee Management admission fees
management
Hostel fees
management
Transportation Should be able to track class/department

fees management wise due date for fee payment and issue
of fee receipts.
Library fees
management
Exam fees
management
SMS Alerts All type of fees ( hostel Fees

transportation, library fee, exam fee)
due date reminder.
Tally.ERP 9 Fitment- Fees Management
required
1 Hostel fee management -due date, collection Yes

of fees and issue of receipts, fees pending list
and SMS alerts
2 Transport fee management -due date, Yes

collection of fees and issue of receipts, fees
pending list and SMS alerts
3 EXAM fee management -due date, collection Yes

of fees and issue of receipts, fees pending list
and SMS alerts
4 Admission fee management -due date, Yes

5 Library fee management--due date, Yes


Educational Institutions – Payroll Management Overview
S PORT
N NT MA HOS
TRA GEME NA TEL
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EME
MA IBRAR
Overview
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NA N NA
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Process flow - Payroll Management
PAYROLL MANAGEMENT
Staff Database
Staff Group
Attendance
Professor/
Office Staff
Lecturer
Leave Leave without Maternity

with Pay Pay Leave Reports/Forms
Employee Pay Promotion/

structure Bonus
Professional
PF ESI Gratuity
Tax form
Arrear
Calculation
Salary payment
Payslip

Primary Requirement- Payroll
Administration & Office:– Defining pay structure Should be able to define the staff pay
Payroll structure like basic, DA etc,
CCA,PF,ESI etc.
Attendance Should be able to captures staff

management attendance and linked to payroll.
Integration with attendance swipe
recording system.
Salary processing Based on the pay structure salary

should be disbursed either by
cash/cheque.
ESI & PF Deduction and payment of PF & ESI

contribution to concerned
department.

Tally.ERP 9 Fitment- Payroll Management
1 Staff database Yes

2 Staff group Yes
3 Employee pay structure Yes
4 Salary payment Yes
5 Attendance (manual entry) Yes
6 Provident fund, ESI, Professional tax, Yes
Gratuity
7 Promotion and arrear calculation Yes
8 Bonus calculation Yes
9 HR management Yes
10 Pay slip Yes
11 Integration of attendance swipe recording Yes

system with payroll.

Educational Institutions – Accounts Overview
SP ORT T
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MA IBRAR
Overview
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T R OL ENT
Y M
ACCOUNTS PA GE
MANAGEME NA
N T MA

Process flow -Accounts
ACCOUNTS
Single Location Multiple Locations
Day to day Day to day

MIS Reports Location MIS Reports
Transactions Transactions (HO)
Outstanding Fee
Daily updating of Outstanding Fee
receivable list Daily updating of
collection receivable list
collection Synchronization of
Trial Balance daily collection,
Voucher printing Trial Balance
Voucher printing payments to accounts
Income & Expenditure
Day book Income & Expenditure
Statement Day book preparation Filing of statutory
preparation Statement
forms (PF, ESI etc)
Balance sheet Bank Reconciliation
Bank Reconciliation Balance sheet
Cash flow and fund
Columnar Reports Bank/Cash payment flow
Bank/Cash payment Columnar Reports
Budgeting Cash/bank receipt Branch wise reports
Cash/bank receipt Budget
Cash flow allocation Purchase and sales bill Budgeting
Purchase and sales Cash flow allocation
accounting
bill accounting
Cash Flow & Fund flow
Cash Flow & Fund flow
Purchase order
Purchase order
Statutory forms (PF, ESI processing
processing Statutory forms
etc)

Primary Requirement- Accounts
Administration & Office:– Daily updation's of Accounting entry for fees receipts
Accounts Management collections and payments and direct & indirect expenses.
and receipts printing
Outstanding management Report on various types of fee out

standing
Bank reconciliation Reconciling the books of school

and bank pass book for cheque
issued
Payments to vendors Should be able to handle partial-

full payments to suppliers of books
and stationeries and track out
standing records.
MIS Reports Should be able to generate

reports- outstanding reports,
income & expense reports, budget
reports, cash flow & fund flow.
Tally.ERP 9 Fitment- Accounts
1 Daily updation's of collections and Yes

payments
2 Voucher printing Yes
3 Day book preparation Yes
4 Bank reconciliation Yes
5 Bank/Cash payment and receipts Yes

6 Purchase and sales bill accounting Yes
7 Purchase order processing Yes
8 Outstanding receivables Yes
9 Trial balance Yes
10 Income & Expenditure statements Yes

Tally.ERP 9 Fitment- Accounts
11 Balancesheet Yes
12 Columnar reports Yes
13 Budget Yes
14 Cash flow and fund flow Yes
15 Statutory forms (PF, ESI etc) Yes
16 Location wise synchronization Yes
17 Consolidation of accounts Yes

Educational Institutions – Department Management Overview
SP ORT T
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TRA GEME NA TEL
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EME
MA IBRAR
Overview
NAG
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T R OL ENT
A Y M
MA CCOU PA GE
NA N NA
GE TS MA
ME
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Process Flow - Department Management
DEPARTMENT MANAGEMENT
REPORTS
Time Table Fees

Management
Class Details 1. Hostel Fee
2. Tuition Fee
Lecturer/ 3. Exam Fee

professor List
4. Transport Fee
Subjects
Attendance

Requirement- Department Management
Department Management Time Table Department wise/class wise/

lecturer/professor wise time
tables.
Report on availability of For handling the absence of
lecturer /professors lecturer/professors.
Department wise fee Should be able to generate

management department wise all fees
needs to be collected.

Tally.ERP 9 Fitment - Department management
No
1 Time table Yes
2 Lecturer/Professor-availability report Yes
3 Department wise fees collection Yes

report
4 Department wise fees type wise Yes

collection report

Educational Institutions – Library Management Overview
SP ORT T
N N MA HOS
TRA GEME NA TEL
NA
MA GE
ME
EN N NT
T
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N IS
IN NAG
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A M
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M D
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NT ME
O R NT
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EME
MA IBRAR
Overview
NAG
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A A
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N R
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EN NT L
T R OL ENT
A Y M
MA CCOU PA GE
NA N NA
GE TS MA
ME
NT

Primary Requirement-Library Management
No required
1 Book category details Yes
2 Book author details Yes
3 Book publisher details Yes
4 Book language details Yes
5 Book condition Yes
Recommendable
6 Book series details Yes
to customize in
7 Book name Tally.ERP 9 Yes
Series B.
8 Book cost Yes
9 Book issued report-student wise Yes
10 Book issued report–staff wise Yes

11 Returned book report employee/staff Yes
wise.
12 Missing book report Yes

Thank You
For any queries contact : team.ti@tallysolutions.com

TallyERP 9 For Educational Institution

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Tally.

ERP 9 For Educational Institutions

© Tally Solutions Pvt. Ltd. All Rights Reserved

• Educational Institutions- Overview

• How Educational Institutions Operations Structured

• Tally.ERP 9 For Educational Institutions

© Tally Solutions Pvt. Ltd. All Rights Reserved 2

© Tally Solutions Pvt. Ltd. All Rights Reserved 3

LIBRARY DEPARTMENT MANAGEMENT

Payroll Transport Hostel Fee Admission Inventory Accounts REPORTS

Applications New Existing

© Tally Solutions Pvt. Ltd. All Rights Reserved 4

LIBRARY DEPARTMENT MANAGEMENT

Payroll Transport Hostel Fee Admission Inventory Accounts REPORTS

Applications New Existing

© Tally Solutions Pvt. Ltd. All Rights Reserved 5

© Tally Solutions Pvt. Ltd. All Rights Reserved 6

New Student Existing Student/

Office staff, issue the

Students returns the Publish the same

Check the eligibility

SELECTED NOT SELECTED Rejection

Publish the selected

Final round eligibility

Office staff collect

© Tally Solutions Pvt. Ltd. All Rights Reserved 7

Student data This enables to maintain students database

1 Student application form sales Yes

2 Student database creation and Yes

3 Existing student admission and Yes

4 Application form sales money Yes

5 New student admission fee Yes

© Tally Solutions Pvt. Ltd. All Rights Reserved 9

© Tally Solutions Pvt. Ltd. All Rights Reserved 10

Driver Name Reports Route

Advance Class wise Pick up/Drop Pick up/Drop

Fuel bill Transport Student wise

© Tally Solutions Pvt. Ltd. All Rights Reserved 11

Drivers database Drivers contact details and salary

Handling of pickup and Class-wise student strength, class

Transport slab details Need to calculate student transport

© Tally Solutions Pvt. Ltd. All Rights Reserved 12

6 Class wise pick up and drop point Yes

7 Transport slab details Yes

8 Drivers database Yes

9 Driver salary management Yes

© Tally Solutions Pvt. Ltd. All Rights Reserved 13

© Tally Solutions Pvt. Ltd. All Rights Reserved 14

Office collect Caution deposit

Hostel registors Explain Rules &

Student Room Student contact Student Expected Visitors Student

One Bed Two Bed Three bed Transfer of IN/OUT

Fee Due date/

© Tally Solutions Pvt. Ltd. All Rights Reserved 15

Hostel register Need to capture the student IN and

© Tally Solutions Pvt. Ltd. All Rights Reserved 16

1 Room allotment to students Yes

2 Transfer of rooms –change student from Yes

4 Student strength in rooms Yes

5 Hostel wise student data base Yes

7 Hostel register management (visitors Yes

© Tally Solutions Pvt. Ltd. All Rights Reserved 18

Existing stores New Stores