Detailed Software Prerequisites

1. Windows Operating System and Java Installation:

       - Ensure you are using a Windows operating system version 7 or later. Compatibility with the latest versions is essential for smooth functionality.

       - Install Java 17 as it is required to run the software.

       - For 64-bit Windows: Use this [Java 17 Download].

     - For 32-bit Windows: Download the 32-bit version of Java using this [Google Drive link].

     - Ensure Java is installed properly by checking the installation path and verifying it through the command prompt with `java -version`.

2. Backup Tally Data:

   - Before proceeding with the integration, take a backup of the Tally company data that is used for FieldAssist accounting work.

   - This backup serves as a safety precaution to prevent data loss during software usage or unexpected issues.

   - To back up Tally data:

     - Go to the Gateway of Tally.

     - Select Alt+F3 (Company Info) > Backup.

     - Choose the source and destination folder for the backup.

More Details on How  to take backup can watch Tallysolution demo video - link 

3. Disable TDL Modules in Tally:

   - TDL (Tally Definition Language) modules can interfere with the functionality of the FieldAssist TallyConnector software.

   - Temporarily disable all custom TDL modules installed in Tally to avoid conflicts.

   - To disable TDL modules:

     - Go to Gateway of Tally > F12: Configuration > TDL Configuration.

     - Set Load TDLs on Startup to No.

4. Voucher Type Settings Configuration: ( Same setting for all Voucher types in Use -Credite note ,Purchase,Receipt..)

   - Proper configuration of voucher types ensures accurate integration and prevents duplicate entries.

     - Go to Gateway of Tally > Accounts Info > Voucher Types > Alter.

     - Select the required voucher type (e.g., Sales, Purchases, etc.).

     - Set the following options:

       - Method of Voucher Numbering: Select Automatic (Manual Override) to allow automated numbering while permitting manual changes when necessary.

       - Prevent Creating Duplicate Voucher Nos: Set this option to Yes to avoid duplicate voucher numbers that may lead to errors.

5. Handling Variations in Voucher Type Names:

   - If the voucher type name in your Tally setup differs from standard names (e.g., "Sale" vs. "Sales GST"), update the configuration to ensure compatibility.

   - Use the Alias feature in Tally to map the names.

     - Go to Gateway of Tally > Accounts Info > Voucher Types > Alter.

     - Select the voucher type (e.g., "Sales GST").

     - Add an alias (e.g., "Sales") in the Alias field.

     - Save the changes.

   - This ensures that the software correctly identifies and processes the voucher types without requiring manual intervention.

By following these detailed steps, you ensure your system and Tally environment are well-prepared for seamless integration and use of the FieldAssist TallyConnector software.