How can admin configure API credentials in Tally?

Created by Product Content Team, Modified on Thu, 22 Feb 2024 at 03:59 PM by Product Content Team

After the admin uploads the TCP file in the Tally software, the admin must configure all the other parameters such as the Domain URLUser NamePasswordEncoded Key, and Transaction Type.

To set up the configurations, the admin must perform the following actions:

  1. On your Tally software dashboard, click F1: Help. A dropdown list appears.

  2. Select Add-On Features. The Add-On Features pop-up appears displaying Enable greytHR Integration set as Yes.

  3. Press Enter. The greytHR Payroll Journal Synchronization Configuration pop-up appears.

  4. In the Domain URL, enter the greytHR URL and press Enter

  5. In User Name, copy the API user of the greytHR app and press Enter

  6. In Password, copy the API user’s password and press Enter
    Note: The User Name and Password are fetched while generating the API credentials. To know more, click here. (Will interlink the API credentials FAQ)

  7. In Encoded Key, the access token is automatically generated. Press Enter

  8. From the Transaction Type dropdown list, select the required option and press Enter. The List of Ledgers pop-up appears.

  9. For Credit Ledger, map the required option from the List of Ledgers and press Enter.

  10. For Debit Ledger, map the required option from the List of Ledgers and press Enter.

  11. For Voucher Type, map the required option from the List of Voucher Types.
    Note: By default, the Voucher Type is selected as Journal.

  12. In Map Pay Heads, type Yes to map the greytHR application components with the Tally application.

  13. In the Use Employee as Cost Center field, type Yes to get the JV based on the employee. Type No to get the JV based on any other category.

Note: In the Select Cost Center as field, select the required category from the Category Type List to post the JV. Press Enter

  1. The Add-On Features pop-up displays the Accept card with the Yes/No options. 

  2. Click Yes to complete the API configuration in Tally.

After completing the API configuration in Tally, the next step is to load the category details and employee data from the greytHR application in Tally to generate Payroll JV for a month.

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Related Links:

Video- To watch the videos about greytHR Tally JV integration , click here.

FAQs- To read more FAQs about Tally JV integration, click here.

Documentation- To learn more about the greytHR Tally JV integration, click here.

Product Update- To read about the product update, click here.

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