User-Wise Ledger Group Security is a powerful add-on module for Tally Prime that allows
organizations to control user access at a Ledger Group level, ensuring
enhanced data security, confidentiality, and role-based working within Tally.
Overview
In standard Tally security, access is primarily
controlled at the feature or voucher level. This add-on extends security
controls by enabling selective visibility and access to specific Ledger
Groups for individual users.
This ensures that users can view and operate only
on the ledger groups relevant to their role, while sensitive financial data
remains protected.
Key Features
- User-wise Ledger Group Visibility
Define which ledger groups a user can see or access.
- Restricted Transaction Entry
Users can create, modify, or view vouchers only for allowed ledger groups.
- Works Alongside Existing Tally Security
Integrates seamlessly with Tally’s default Security Levels without
disturbing standard workflows.
Business
Benefits
- Improved Data Confidentiality
Prevents unauthorized users from viewing sensitive ledgers like Capital,
Loans, or Bank Accounts.
- Clear Role Segregation
Ideal for organizations with multiple departments or accounting roles.
- Audit & Compliance Friendly
Ensures access control aligned with internal control and audit
requirements.
- Scalable for Growing Businesses
Easily configurable as user roles expand or change.
Ideal Use
Cases
- Companies with multiple accounting users
- Organizations needing department-wise data segregation
- Firms handling confidential financial information
- CA firms and consultants managing client-side accounting staff
Conclusion
The User-Wise Ledger Group Security Add-On
strengthens internal controls in Tally by providing granular, role-based access
to accounting data. It is an essential tool for businesses seeking higher
security, better control, and cleaner accounting operations within Tally.