Real time data access between CAs and Clients in Saral

Welcome. This is a post in which we will be discussing about real time data access between Auditors / CAs and Clients’ in Saral software.

Real time data access is a new concept introduced in Saral to overcome the manual data transfer from Clients’ system to Auditors’/CAs’ system. In this system, any entries and modifications by the Auditors’/CAs’ will reflect in the Clients’ system and vice versa. This ensures accurate data transfer with security.

Benefits

Benefits to Auditors /CAs

    • Can access their clients real time Saral Data in their system at any time
    • Can update/modify the clients’ data and same will be synchronized to clients’ system
    • No manual data collection
    • On time Statutory filing with all clients data without any manual work

Benefits to Clients

  • No burden to send data manually to Auditors’/CAs’ for statutory filing
  • No worry to update the Auditors’/CAs’ data corrections manually in the Client system
  • Data access will be safe and controlled by the client

Technical Specification

  • Data Synchronization will happen only in the internet connection
  • Saral Software should be registered in both the systems
  • Data will remains stored in both local systems i.e., Auditors /CAs and Clients

Configuring branch office data synchronization in Saral

Note:  

  1. Must enable user logins
  2. Internet should be online while 1st time configuration

Settings to be done in Clients system:

  1. Take a data backup of the company.
  2. Go to Masterà General Settingsà Click on Cloud Registration tabà enable Register for Mobile/Web/Data Exchangeà click on Registered to Cloud.
  3. Enter the Email ID and Mobile Number–>Click on Generate OTP, an OTP will be sent to the given Mobile Number
  4. Enter the Generated OTP and click on Register Buttonà after registration, click on Close.
  5. Then click on Enable Automatic Data Synchronization and select Client-Auditor File/Peer to Peer File option and then click on Apply and Close.
  6. Then Click on Sync Company Details option and Apply.
  7. Then Click on Data Synchronization Settings option and select Auto-Syncing option and set 1minute for Data Sync and cut-off date from when the data backup has taken restored/data has to be sync in Auditor’s system then click on Apply.
  8. Then copy Your Registration Id.
  9. Then follow the steps in the Auditors’/CAs’ system:
  10. Once Auditors’/CAs’ system settings are done then again go to Masterà General Settingsà click on Cloud Registration tab.
  11. Then click on Data Synchronization Settingsà click on Receiver Connection Settings tabà here paste Your Registration Id copied in Auditor’s/CA’s
  12. Then click on Establish Connection with Receiver/Destination File option then will get the status connected then click on Save then Close and Apply.
  13. Now we have established the connection from Client’s to Auditors’/CAs’ system successfully.
  14. Please refer Toolsà Data Sync option for a further status check.

Settings to be done in Auditors /CAs system:

  1. Restore the Client’s company backup.
  2. Then repeat the above mentioned Client’ system settings from steps2 to 8.
  3. Now click on Data Synchronization Settings option then click on Receiver Connection Settings tabà here paste Your Registration Id copied in Client’s system.
  4. Then click on Establish Connection with Receiver/Destination File option then will get the status connected then click on Save then Close and Apply.
  5. Now we have established the connection from Auditors’/CAs’ system to the Client’s system successfully.
  6. Now copy Your Registration Id.
  7. Then go to the Client’s system and follow the steps from 10.

This completes our post on Real time data access between Auditors / CAs and Clients’ in Saral. We hope you found this useful.