The greytHR-Tally Integration makes the process easier by directly connecting greytHR to Tally. This automated process transfers Payroll JV from greytHR to Tally, removing the need for manual work. greytHR's Implementation team lays the foundation by enabling the role of API users and generating the API credentials for the greytHR admins. This makes the provision to accomplish the configurations in Tally.

After enabling the API access and generating the API credentials, as admin, you must configure the following steps in Tally:

Integrate greytHR with Tally application.
Configure API credentials.
Extract Payroll JV for a month.

Integrate greytHR with Tally application

You can integrate greytHR by uploading the Tally Compliant Product (.tcp) file in the Tally application.

To upload or add a .tcp file, perform the following actions:

On your Gateway of Tally software dashboard, in the top right corner, click F1:Help. A dropdown list appears.
Select the TDLs & AddOns option. The TDL Management page appears.
From the list of options available below the F1: Help menu, click F4: Manage Local TDLs. The TDL Configuration pop-up appears with the Load selected TDL files on startup field set as Yes by default.
Press the Enter key on your keyboard. The File Selection pop-up appears.
Click Select from Drive in the pop-up and press Enter. The pop-up displays your saved folders. For example - You have saved your .tcp file on your Desktop in the file named greytip.
Select Desktop and press Enter.
Select the folder Greytip and press Enter.
Select the Greytip.tcp file and press Enter.
Note: The Load TDL column is set as Yes by default.
Press Enter. The File Selection pop-up appears.
Press Enter again. The loaded .tcp file now appears on the TDL Configuration pop-up.

After uploading the .tcp file, the next step is to configure the API credentials in Tally.

Configure API credentials in Tally

After uploading the .tcp file in the Tally software, you must configure API credentials by defining all the other parameters such as the Domain URL, User Name, Password, Encoded Key, and Transaction Type.

To set up the configurations, perform the following actions:

On the same TDL Management page, from the list of options available below the F1:Help menu, click F6: Add-On Features. The Add-On Features pop-up appears with the Enable greytHR Integration field set as Yes by default.
Press Enter. The greytHR Payroll Journal Synchronization Configuration pop-up appears.
In the Domain URL field, enter your organization’s greytHR URL and press Enter.
In the User Name field, paste the API user name of the greytHR app and press Enter.
In the Password field, paste the API user password and press Enter.
Note: You would have generated/received the User Name and Password at the time of generating the API credentials.
In the Encoded Key field, the access token is automatically generated. Press Enter. The Transaction Type pop-up appears.
Select the required option and press Enter. The List of Ledgers pop-up appears.
For the Credit Ledger field, select the required option from the List of Ledgers and press Enter to map the option.
For the Debit Ledger field, select the required option from the List of Ledgers and press Enter to map the option.
For the Voucher Type field, the default voucher type is always Journal. Press Enter.
In the Map Pay Heads field, type Yes to map the greytHR application components with the Tally application.
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.
The Add-On Features pop-up displays the Accept card with the Yes/No options.
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.

Extract the Payroll JV for a month (load the category details and employee data) in Tally

Once the admin completes the API configuration, you must extract the Payroll JV for a month. To extract the Payroll JV for a month you must load the category details and employee data from the greytHR application in Tally.

To extract the Payroll JV for a month, you must first navigate to the Gateway of Tally page by pressing the Escape key on your keyboard. You can now perform the following actions:

On the Gateway of Tally screen, from the Gateway of Tally card, click Display More Reports. The Display More Reports card opens.
Under EXCEPTION, click greytHR Integration. The greytHR Integration card opens.
Under UTILITY, select Get Category Type. The Get Category Type pop-up appears.
Select Yes. The Updating Category pop-up appears displaying the update.
Select Get Category Values. The Get Transition Type Data? pop-up appears.
Select Yes. The Get Category Type pop-up appears.
Select Yes. A pop-up displays the update.
Note: During this process, all the category values are loaded in Tally with the category type information.
Select Get Employee. Would you like to get employee data from greytHR? pop-up appears.
Select Yes to load the employee data for JV entry.
Select Payroll Journal Integration to post JV entries for a particular month. The Payroll Journal Info pop-up appears. Enter the following data:
In the Voucher Posting Date field, enter the date as the last day of the month and press Enter.
In the Salary for Month field, enter the required month and press Enter.
In the Narration field, enter information for your reference and press Enter. The Category Type List pop-up appears.
In the Category Type field, select All Items, if JV is based on all the category values.
Note: You can also select other category values as per your requirements.
In Category Value, enter the required category value. Would you like to fetch salary for the month? pop-up appears.
Select Yes. A success message appears.

After extracting the Payroll JV for a month, you will now be able to view the posted JV entry in the Accounts Books of the Journal Register.

View and download JV entries

The final step after loading the category details and employee data is to view and download the JV entries for the selected month.

Note: Ensure to lock the Payroll sheet for that particular month before you download the JV entries

To view and download the JV entries for the required month, perform the following actions:

On the Gateway of Tally screen, from the Gateway of Tally card, click Display More Reports. The Display More Reports card opens.
Under Accounting, select Accounts Books. The Accounts Books card opens.
Under Registers, select Journal Register. The Journal Register screen opens.
Select the required month for which you have created the JV and press Enter. The Voucher Register screen appears.
Select the required JV from the List of All Journal Vouchers and press Enter. The Accounting Voucher Alteration screen appears displaying the JV entries.
Press the alt+e keys on your keyboard or click the E: Export tab available on the top menu bar to export the JV entries. A dropdown list appears.
Under Reports, select Current. The Export pop-up appears.
Note: We recommend you check the details such as File Format, Export to, and Folder Path before you click Export.
Click Configure. The Export Configuration card with the List of Configurations appears.
Under Voucher Details, select Show Cost Center details and press Enter to select Yes.
Under Export Settings, select File Format and press Enter. The Export Settings pop-up appears.
In File Format, select the required format from the List of File Formats and press Enter. You will be redirected to the Export Configuration pop-up.
Under Export Settings, select Folder Path and press Enter. The Export Settings pop-up with List of Folders appears.
Select Select from Drive and specify the required path to save the JV entries on your system.
Press Enter. You will be redirected to the Export Configuration pop-up.
Press the escape key on your keyboard. You will be redirected to the Export pop-up where you can check the path details.
Click Export. The screen displays the Accounting Voucher Display progress card.

Note: The exported file is saved in the file format of your choice on the path you have defined.

Other related links:

Was this article helpful?

More resources:

▶ Video - Watch our how-to videos to learn more about greytHR.

❓ FAQs - Solve your queries using FAQs.

📢 Product Update - Read about the product updates.