tally.erp 9 for temple and trusts

© Tally Solutions Pvt. Ltd. All Rights Reserved

Tally.ERP 9 for Temple & Trust

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 2

Agenda

• Temple & Trust – An Overview

• Structure of Temple & Trust Operations

• Tally.ERP 9 for Temple & Trust

• Business Process Flow

• Primary Requirement

• Tally.ERP 9 – Fitment


Structure of Temple & Trust Operations

Temple &

Trust

PoojaManagement

MIS Reports

Regional LanguageSupport

Accounts Management

TrustActivities

DonationsManagement


Temple & Trust – An Overview

TRUST ACTIVITIES

TEMPLE & TRUST SOLUTION ON TALLY.ERP 9

MIS REPORTSACCOUNTS

MANAGEMENTPOOJ A (SEVA) MANAGEMENT

REGULAR (DAILY) POOJ A

SPECIAL POOJ A

· Temple managing committee/trust member database

- Basic details with member photos

- Association date

· Programs and event managing

- Event budgeting

- Event summary

- Event expenditure

- Rental equipment

· Counter-wise sales of prasadam and idols

· Volunteer details and payments

· Temple maintenance

· Mess management

- Daily food expenses

- Kitchen equipment

- Free food expenses

· Facility booking

- Marriage

- Festival

· Different pooja types (eg: nivedyam, pushpanjali etc.)

· Different pooja prices and billing

· Pooja receipts and printing

· Priest availability report for pooja

· Deity schedule report for pooja

· Schedule preparation

· Pooja expenditure

· Stock update of pooja (eg: oil, ghee, etc.)

· Pooja booking management

· Priest commission management

· Pooja timetable

· Pooja reminders through SMS

· Cancellations and rescheduling of pooja

· Deity creation

· Price level creation

· Date reservations on calendar

· Visiting saints/ priest management

· Festival time special pooja pricing

· VIP pooja reminders

· Priest appointments

· Credit management

· Income management

· TDS on payments

· Employee payroll & cost tracking

· Foreign currency handling

· Branch management and branch-wise reports

· Multiple payment options

· Budgeting and variance

· Accounts payable

· Statement of accounts

· Expenditure reports

· Outstanding reports

· Cash flow and fund flows

· Security and user access

· Remote connectivity

· Declarations of corpus

· Corpus letters

· Bank challans

· Pending payments

· Investment register

· Fixed deposit summary

· Seva report

· Summary report for special & regular pooja

· Deposit summary

- Banks

- Company

- Mutual funds

- Post office

- Others

· Maturity reports

· Interest register

· Donations report

· Donors summary report

· Monthly donation report

· Priest commission summary

· Priest appointment history

REGIONAL LANGUAGE SUPPORT

· Regional language based names

- Nakshatra (star names)

- Gothra (birth signs)

- Raashi (sun signs)

- Deity names

- Upadevathas

· Printing pooja receipts in local language

· More than 12 languages support

· Reports in regional language

· Switch between different languages

· Communication letters in local language

DONATIONS MANAGEMENT

· Donors’ detail management

- Basic details with donor photos

- Address details with contact information

- Nakshatra

- Donation history

- Donation purpose

- Donor filters

- Regular/non-regular donor grouping

- Letters to donors

· Donation receipts

· Donor remarks


Temple & Trust – Pooja Management

Temple &

Trust

PoojaManagement

MIS Reports


Accounts Management

TrustActivities

DonationsManagement


Process Flow – Pooja Management

REGULAR (DAILY) POOJ A

Devotee comes to pooja counter and informs about the type of pooja to perform

Counter provides information to the devotee about the

pooja and prices

Devotee pays for the pooja

Receipts are printed with devotee details, star sign

details and amount

Devotee goes to the deity and priest in queue and

provides the receipt

Pooja is performed by priest on submitting receipt

Pooja schedule is prepared for priest & deity

SPECIAL POOJ A

Devotee comes to pooja counter and informs about the type of pooja to be done

and date of pooja

Counter provides info to the devotee about the pooja and

prices

Devotee pays for the pooja in advance through cash or card

Receipts are printed with devotee details, star sign details and amount, along

with pooja timings

Devotee goes to the deity and gives the receipt to priest on date of pooja

Pooja is performed by priest on submitting receipt

Priest and deity

availability

POOJ A (SEVA) MANAGEMENT


Primary Requirement – Pooja Management

Category / Module Major Requirement Explanation

Pooja Management Regular pooja During daily pooja/sevas, devotees come for different types of pooja like nivedyam, pushpanjali, soorya pooja, shani pooja, ganesh pooja and the respective receipts are to be printed.

Booking management for special pooja

Pooja date and time is booked in advance by the devotee on specific future event like birthday, marriage or festival. It is useful if the nakshatra and other details of the devotee can be printed in receipts.

Pooja calendar Pooja calendar showing the reservation dates and seva dates would be useful to temple management and booking office. The status like available, blocked, not available and instant booking option is useful to temple administration.

SMS reminders Reminder to priest about the special pooja through SMS would help for better planning and preparations.

Priest commission management

Several temples pay the priests based on number of pooja, the priest performed during the month. The commission percentages keep changing with seasons and also vary based on pooja types.


Tally.ERP 9 Fitment – Pooja Management

Contd..

SL No. Requirement Part of Tally.ERP 9 Part of Solution

1 Pooja price management Yes

2 Pooja types (eg: pushpanjali, nivedyam etc.) Yes

3 Pooja price management Yes

4 Pooja receipts Yes

5 Printing receipts Yes

6 Special pooja booking Yes

7 Special pooja devotee details Yes

8 Priest availability Yes

9 Deity availability Yes

10 Pooja scheduling Yes

11 Pooja stocks availability Yes

12 Priest commission management Yes


Tally.ERP 9 Fitment – Pooja Management


13 Cancellation of special pooja Yes

14 Rescheduling of pooja Yes

15 Reminders to priest through SMS Yes

16 Deity creation Yes

17 Festival pricing management Yes

18 VIP pooja reminders Yes

19 Visiting priest/saints management Yes

20 Stock updates (oil, ghee etc.) Yes

21 Pooja expenditure management Yes

22 Price level creation Yes

23 Pooja timetable Yes

24 Advance payment management for special pooja Yes


Temple & Trust – Regional Language Support

Temple &

Trust

PoojaManagement

MIS Reports


Accounts Management

TrustActivities

DonationsManagement


Primary Requirement – Regional Language Support


Regional Language Support

Pooja details in local language

Temple priests prefer the pooja details printed in the local language, as the complex names of pooja’s are better pronounced, written, read in local languages. Nakshtra (star names), gothra, raashi (sun signs), deity names, upadevathas.

Printing receipts The pooja receipts and donations receipts can be printed in local language for the devotees.

Switching language The languages can be switched between english and local language and two different regional languages. The same temple operating in different states can alter language and use the same software and reporting formats.

Reports The management reports, pooja reports can be seen in the local language.

Communication Letters The “Thank you” letters or temple event communications can be printed in the local language.


Tally.ERP 9 Fitment – Regional Language Support


1 Pooja details in local language Yes

2 Nakshtra (Star names) in local language Yes

3 Gothra in local language Yes

4 Raashi (Sun signs) in local language Yes

5 Deity names in local language Yes

6 Upadevathas in local language Yes

7 Print receipts in local language Yes

8 Switch languages for complete user interface Yes

9 Temple reports in regional language Yes

10 Pooja reports in regional language Yes

11 Event communication letters in regional language Yes

12 “Thank you” letters in regional language Yes


Temple & Trust – Donations Management

Temple &

Trust

PoojaManagement

MIS Reports


Accounts Management

TrustActivities

DonationsManagement


Process Flow – Donations Management

DONATIONS MANAGEMENT

Devotee comes to donations counter and enquires about

type of donation

Counter provides the devotee about the donation

types

Devotee donates cash/gold/card/ornaments etc. as

donation and informs the purpose

Receipts are printed with donor details and amount

Thank you letter is sent to the donor

Donated funds are utilized and the date and purpose of

utilization is recorded for accounting purpose

Donor Details

Donor details collected – regular, occasional donor

Donation Details

Donation dates, donation purpose collected


Primary Requirement – Donations Management


Donations Management

Donor details management Several details of the donors need to be collected like name, date of birth, nakshatras, marriage dates, family details. The donor databases will help in understanding the popularity of temple and increased devotees.

Donor classifications Donors can be classified as regular donors or occasional donors. Regular donors get temple letters and communications through the post.

Donation receipts The donation receipts need to be printed with a note saying Thank you and the donor details.

Donor remarks Specific purpose related donations are tracked to ensure the donation amount is spent for the same purpose. eg: a donation for food is spent for distributing the food.


Tally.ERP 9 Fitment – Donations Management


1 Donor basic details management Yes

2 Donor pictures, horoscope, nakshtra details Yes

3 Gold, jewellery, silver, other donations Yes

4 Donation history Yes

5 Donation purpose Yes

6 Donation filters Yes

7 Regular/non-regular donors classification Yes

8 Donor letter communication for events Yes

9 Receipts for donations Yes

10 “Thank you” emails for donors Yes

11 Donor address on envelope for letters Yes

12 Donor remarks Yes


Temple & Trust – Trust Activities

Temple &

Trust

PoojaManagement

MIS Reports


Accounts Management

TrustActivities

DonationsManagement


Process Flow – Trust Activities

EVENTS MANAGEMENT

TRUST ACTIVITIES

EMPLOYEE MANAGEMENT

ADVERTISEMENT MANAGEMENT

FUNDS MANAGEMENT

· Marriage management

· Festival arrangements

· Facility booking

· Accounting of temple

· Expenditure management

· Funds disbursement

· Donation management

· Loans management

· Government sanctions

· Community development activities

· Festival announcements

· Newspaper ads

· Television ads

· Priests management

· Volunteer management

· Recruitments

· Temporary and maintenance staff

· Visiting saints management

· Leaves management

· Salary and compensation

TEMPLE MAINTANANCE

· Construction/ repair

· Painting

· Water expenses

· Electricity expenses

TEMPLE SHOPS

· Temple canteens

· Prasadam

· Shops owned by temple

· Shops rented by temple

· Rent collection

· Shop accounts management

TRUST MEMBERSHIP MANAGEMENT

· Member details

· Membership fee management

· Board member details

· Member pictures and contact details

· Association dates


Primary Requirement – Trust Activities


Trust Activity Management

Funds management and temple maintenance

Trust maintains the funds and manages the temple activities. Loans used by the temple, donations, daily collections, receipts and payments made, food expenditure, government sanctions are all accounted and kept track of.Regular maintenance activities like repairs, electricity expenses, painting are handled by the trust.

Trust membership management

Trust member details are to be recorded with details like membership fees paid, pictures of members, date of association etc. Meetings of management and trust decisions made can also be recorded.

Events and advertisement management

Festival related events, functions, marriages conducted in temple area needs to be organized. Accounts need to be maintained to know the exact expense.

Temple employee and payroll management

Several volunteers and devotees work for temple for free. The regular temple employees like accountants, cleaning personnel, priests’ salaries and attendance needs to be tracked.

Temple shops and space management

Temple space is used by different vendors for selling fruits, incense sticks and other pooja materials. The temple halls are also used for marriages, the charges are collected by the trust.


Tally.ERP 9 Fitment – Trust Activities

Contd..


1 Funds management Yes

2 Loans management Yes

3 Government sanctions management Yes

4 Trust membership management Yes

5 Member pictures Yes

6 Construction, repair expenses Yes

7 Painting expenses Yes

8 Water expenses Yes

9 Electricity expenses Yes

10 Temple space maintenance Yes

11 Temple prasadam, idol sales Yes

12 Temple shop rent collection Yes


Tally.ERP 9 Fitment – Trust Activities


13 Event management Yes

14 Festival management and expenses Yes

15 Facility booking Yes

16 Festival announcement advertisement expenses Yes

17 Newspaper and television advertisement expenses Yes

18 Employee database management Yes

19 Priest payroll management Yes

20 Priest commissions, attendance, salary Yes

21 Temporary and maintenance staff Yes

22 Visiting saints management Yes


Temple & Trust – Accounts Management

Temple &

Trust

PoojaManagement

MIS Reports


Accounts Management

TrustActivities

DonationsManagement


Primary Requirement – Accounts Management


Accounts Management Statement of accounts Balance sheet, profit and loss statements in schedule VI format, trial balance are needed for the management to track the profitability and expenses.

Wealth tax Under income tax act, the income of a private religious trust not ensuring to the benefit of the public at large shall not be exempt from tax. Wealth tax is to paid by the trust as per income generated and accumulated wealth.

Auditing – direct and remote Annual auditing is an important factor. Private temples can get their accounts audited against declared wealth

Branch Management More than one branches are found in different cities, states & countries. It is important to track the profitability individually and as group of temples.

Remote access and SMS All the temple details can be accessed from anywhere, at anytime. Details are retrievable from mobile phones.

Foreign currency management

Donations from NRIs and international devotees in non-rupee denominations should be accounted and adjusted.


Tally.ERP 9 Fitment – Accounts Management

Contd..


1 Balance sheet – Schedule VI Yes

2 Profit and loss statement – Schedule VI Yes

3 Daily receipts and payments Yes

4 Multiple payment mode handling Yes

5 Stock summery report Yes

6 Branch wise reports Yes

7 Staff database handling Yes

8 Outstanding receivable and payable Yes

9 Trial balance Yes

10 Multiple cheque payment option Yes

11 Reminder letter, e-mails Yes

12 Temple grouping (branch companies) Yes



Contd..


13 Payroll management for company drivers and staff Yes

14 Employee attendance and leaves Yes

15 Employee cost tracking Yes

16 Employee income tax and e-return Yes

17 Branch transfer management Yes

18 Branch synchronization Yes

19 Branch-wise revenue management Yes

20 Branch-wise cost tracking Yes

21 Cash flow, fund flow statements Yes

22 Ageing analysis of receivables, debtor wise Yes

23 Scenario management Yes

24 Ratio analysis Yes




25 Interest calculation Yes

26 Remote auditing Yes

27 Foreign currency handling Yes

28 Budget and variance Yes

29 Bank reconciliation Yes

30 Remote access Yes

31 Government sanctions management Yes

32 Security Yes

33 User access level , Authentication creation Yes


Temple & Trust – MIS Reports

Temple &

Trust

PoojaManagement

MIS Reports


Accounts Management

TrustActivities

DonationsManagement


Primary Requirement – MIS Reports


MIS Reports Investment registers Trust needs to have a summary report for the collections and expenses in a particular period. Deposits in banks, post offices and mutual funds along with interests are to be recorded.

Daily payment, receipts registers - Pooja reports

Management would be interested in knowing the pooja reports on daily/weekly/monthly basis. The deity wise, priest wise reports will also be useful. Priest appointment report are also useful for commission calculation.

Donor reports The donations summary on which donor paid during the period and top donors is useful for management.

Excel integration and data migration

Ability to migrate data from the existing systems to excel, XML format is very important with minimum effort.


Tally.ERP 9 Fitment – MIS Reports


1 Pooja summary report Yes

2 Investment registers Yes

3 Fixed deposit registers Yes

4 Deposit summary ( Banks, PO, mutual funds) Yes

5 Donor list Yes

6 Donation summary reports Yes

7 Monthly donation summary Yes

8 Investment maturity, interest reports Yes

9 Donor letters Yes

10 Priest appointment/commission reports Yes

11 Excel integration Yes

12 Data import/migration Yes

© Tally Solutions Pvt. Ltd. All Rights Reserved

Thank You

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tally.erp 9 for temple and trusts

Documents

pooja types

pooja price management

soorya pooja

ganesh pooja

shani pooja

number of pooja

temple management

temple trust tally solutions