22 May 2025

TallyPrime Transaction Authorisation

TallyPrime has introduced a powerful feature called Transaction Authorisation that enhances the security and control over business operations. This feature allows businesses to implement a maker-checker mechanism, ensuring that every transaction passes through a defined approval workflow before being finalized.

What is Transaction Authorisation?

Transaction Authorisation in TallyPrime is a process where every transaction (like a Sales Invoice, Purchase Entry, Payment, etc.) created by one user (the maker) is sent for approval by another user (the checker or authoriser).

Why Is It Important?

• Prevents unauthorized or incorrect entries
• Improves accuracy and auditability
• Ensures compliance with internal financial controls
• Helps in delegating responsibilities efficiently

How to Enable Transaction Authorisation in TallyPrime

1. Go to Gateway of Tally > F11: Features > Security Control.
2. Enable Use TallyVault Password and Set Users and Passwords.
3. Create roles for ‘Data Entry’ and ‘Authoriser’ with appropriate permissions.
4. Enable the option Set rules for authorisation in security control.

Typical Workflow

1. User A (Data Entry Operator) creates a voucher.
2. Voucher is marked as Pending for Authorisation.
3. User B (Authoriser) logs in and views all pending vouchers.
4. Authoriser approves or rejects the transaction.
5. Once approved, the voucher becomes part of books.

Benefits of Using This Feature

• Better internal control system
• Reduces errors and fraudulent entries
• Ensures management oversight on sensitive transactions

Conclusion

The Transaction Authorisation feature in TallyPrime is a game changer for businesses that want to enforce strict financial discipline and governance. It empowers management to review and approve transactions before they impact financial reports — ensuring better accountability and accuracy.

Start using Transaction Authorisation in TallyPrime today and strengthen your business controls.