INTEGRATION OF TALLY WITH CENTRAHUB HCM

Integration with Tally is similar to that of QuickBooks, please follow the below steps to integrate the HCM application with Tally.

Step 1: Navigate to Global preferences and look for ERP integration fields and define the configuration as shown below.

Email Employee: Please select the employee to whose email id notification to be triggered.
Email Template: Select the desired template which holds information regarding Tally integration.

Note: Host Name and company name would be based on the tally application you have installed.

Step 2: Create accounts for company and employee and map the accounts in employee details

Note*: - Code should be either number or Alphanumeric only.

Step 3: Create workflow

· Source and destination fields should be mapped in such a way that Code field should be mapped to name & name field to be mapped with code as shown below.

Step 4:

· Navigate to Payroll>>Single/Multiple employees and run the payroll for the month.

· Navigate to post payroll entries and select the required Pay batch, pay frequency & type, and save.

Note*: Tally application should always be up and running while performing the above steps

Step 5: After posting the entries an email would be triggered to the employee email id which is mapped in global preferences master definition.

· We can look into the attachment status

Step 6:

Navigate to Tally and check for Account details under

Dashboard >>Account info>>Ledgers>Display:

· We can also look into ledger details by navigating to the below location.

Dashboard >>Display>>Account books>>Journal register

· Select the desired month and DoubleClick on the month to view the entries.

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