T-CAAT FAQ's

Introduction

1. What is T-CAAT?

• T-CAAT is an add-in to MS Excel. (Export from Tally to MS Excel simplified)
• Dynamically interfaces with Tally.
• Get required data of masters and transactions from Tally into MS Excel In a structured format for further analysis and reporting.

2. Why should I choose T-CAAT?

• Faster extraction of information from Tally as reports are directly extracted through query and xml for required/specified data.
• The functions executed are automatically documented in excel log and activities log. T-CAAT also provides option to Link workbook with specific company for future printing/reference. You can rerun tasks (functions performed) to re-perform any of selected functions performed earlier.
• Why: Supplement simplicity of Tally with power of Data Analytics of MS Excel.
• Who: Auditors and Accounting professionals, CXOs, Compliance Managers, etc.
• How: Select specific menu/function to import relevant info into MS Excel.
• When: Extract specific/all information in a structured format for further/detailed analysis in MS Excel.

3. When can T-CAAT be used?

• When you want to get all/specific data of masters and transactions from Tally into MS Excel In a structured format for further analysis and reporting.

4. Where is T-CAAT useful?

• T-CAAT is useful wherever there is need to extract data of Masters/Transactions from Tally into MS Excel in a structured format for further analysis in Excel or any other data analytics software.

5. Which T-CAAT function will be most useful to me?

• T-CAAT software is designed to cater to the requirements of multiple users such as CXOs/Accountants/Auditors. There are more than 100+ functions in T-CAAT covering Configure, Documents, Profile, Modules of Accounting, Inventory, Cost Centre, Payroll, GST Reports/Reconciliation, Reports and analyse functions for auditors.

6. How can I use T-CAAT in my profession?

• T-CAAT can be used whether you are an accountant, auditor or CXO. Depening on the need, you can used specific features of the software.

Download & Install

1. Where can I download T-CAAT?

• The link for downloading T-CAAT will be provided by email only to customers after remittance of the license fees. Free updates are available from the link in the help menu of the software. Our software has been time-tested and proven. Users can view demo of key functions of the software at: http://deskAudit.in/TCAATEnt.aspx

2. Where can I buy T-CAAT and what is the price of the software?

• You can view pricing of all software with different options and place order/buy software by making payment online at: :http://deskaudit.in/pricing
• You can also contact us directly at :sales@wincaat.com

3. How do I install T-CAAT?

• First, download T-CAAT using the link provided and save the file to your computer. Then, double-click the downloaded file to initiate setup. Follow the on-screen instructions until T-CAAT is successfully installed (restart may be required if .NET framework was newly installed into your system).

4. Do I have to install the VSTO that appears after I install T-CAAT?

• Yes, it is imperative that you install the VSTO (Visual Studio Tools for Office) setup that appears after you have installed T-CAAT (VSTO setup appears right after T-CAAT files are installed in your system) otherwise T-CAAT will not work. The VSTO setup installs the T-CAAT add-in into MS Excel.

5. I do not see the T-CAAT tab in my Excel after installing the software. How do I resolve the issue?

• It is possible that T-CAAT's setup file may be corrupt or the VSTO file or Dot Net Framework are not installed. Please download the setup file again and try installing T-CAAT again by following all the steps as given in the software. Please also, check T-CAAT’s system requirements and make sure you meet them. If you still have issues, contact our friendly support team, they will help you to install T-CAAT and resolve any issues.

6. Setup installed T-CAAT and restarted my computer but I still don’t see the T-CAAT tab in MS Excel. How to resolve this?

• The reason you do not see the T-CAAT tab in MS Excel is because your system does not have .NET Framework 4 and/ or Visual Studio Tools for Office software installed. Please download from Microsoft’s website and re-install T-CAAT setup.

7. What versions of Windows and MS Excel does T-CAAT support?

• T-CAAT supports systems with Windows Vista and above. T-CAAT will run on MS Excel 2010 and above.

8. Is T-CAAT compatible with Mac OS?

• T-CAAT Software works only on Windows version of MS Excel and will not run on Mac OS. However, a work around would be to use an application that can create a virtual machine (VM) running a Windows operating system with MS Excel installed and then install and run T-CAAT Software there.

9. What is .NET Framework and why do I need it?

• Dot NET Framework is a software framework developed by Microsoft that is used by many software applications developed and running on Windows. T-CAAT is one of those software. It runs on Dot NET Framework 4.0, and cannot be used unless the framework is present.
• Dot NET Framework is included in T-CAAT’s setup and will be installed automatically. In case it is not installed in your system, visit Microsoft website with the link provided https://www.microsoft.com/en-in/download/details.aspx?id=17718
• Visit their website and download and install the latest version of Dot NET Framework for T-CAAT to work on your system.

10. What are the other system requirements?

• The other system requirements of T-CAAT are identical to those of MS Excel. If your system is able to run MS Excel 2010 or above, it should be capable of running T-CAAT.

11. How do I uninstall T-CAAT?

• T-CAAT can be uninstalled from: Control Panel --> Programs and Features --> Uninstall a program --> Select T-CAAT --> Click Uninstall.

Activation And License

1. What is an activation code?

• An activation code is a 16-digit alphanumeric code that you will receive on your purchase or request for demo version of T-CAAT. This activation code will have to be entered into activation form of T-CAAT after installation.

2. How do I activate T-CAAT?

• The software link provided to the customer through email should be downloaded first.
• Close MS Excel if it is open.
• Install T-CAAT setup file.
• After installation is complete, open MS Excel.
• Click on the T-CAAT tab, click Panel --> Help and Options --> Licensing --> New License --> Paid. Activation, form will open. Click on activate tab.
• Enter your firm name in Client Name:
• Enter the Serial Number: (as allotted).
• Click the Verify Serial Number button. By default, license available will be shown (T-CAAT will be available for activation).
• Click Next ,and enter your email id to tag serial key with email id (helps to track your serial key on DeskAudit customer portal).
• Click Activate. The software will check online for license available and activate.
• After activation, Excel will close and re-open.
• Please download latest help of T-CAAT by clicking on Panel: Help & Options --> Help --> Updates.

3. Can I use the same T-CAAT license key on multiple systems?

• No. Your license will only work on one system at any given time. If you want to use same license on another system by surrendering the license from existing system.

4. When I opened MS Excel, a message box appeared saying, “Your T-CAAT license has expired”

• This message is displayed when your licensed activation period is over. You will no longer be able to use T-CAAT’s functions. If you want to re-activate T-CAAT, you will have to buy a new license from Connex Teletech Private Ltd.

5. How do I buy a new license or renew existing license for T-CAAT?

• A new license for T-CAAT can be purchased by calling/emailing our support team. You can reach us by providing the details at: http://deskaudit.in/pricing

6. How can I check the remaining days left on my license?

• You can find the remaining days left on your T-CAAT license here:
• Open MS Excel --> Click on the T-CAAT tab --> In the Help group --> Click on About Us
• Your license information and T-CAATbuild details will also be displayed.

7. How long will my license last?

• The license is valid for the period of purchase which is usually one year and can be further renewed for one year at a time.

8. Can I surrender license and activate on another system?

• Yes. You can surrender your valid license from existing computer/laptop and activate it on another computer/laptop. This can be done online using the licensing function in help menu. Please contact at support@wincaat.com
• Cell: +91 87626-61669 for any assistance.

9. I have bought an additional T-CAAT Software to my existing serial number. How do I install/ activate it?

• For any additional software purchases such as T-CAAT. to existing licenses, you can install/ activate the newly purchased software in-:Help & Options --> Licensing --> Add If this does not work, please contact Connex Teletech Private Limited Ltd by email/phone.

10. I have formatted my system without surrendering my T-CAAT Software. How can I re-activate my license?

• You can re-activate the same license on the same computer by using the Re-Activate same System function.
• If you only see the T-CAAT tab, click on Re-activate Menu --> Same System Or In any other T-CAAT Software tab --> Help & Options Menu --> Licensing --> Re-activate --> Same System
• Enter your license details and click Re-activate. It is not possible to re-activate your license in any other system.

11. How do I uninstall T-CAAT?

• T-CAAT can be uninstalled from: Control Panel --> Programs and Features --> Uninstall a program --> Select T-CAAT --> Click Uninstall.

Using T-CAAT

1. Is there a free/ demo/ trial/ evaluation version of T-CAAT?

• Our software has been time-tested and proven. Users can view demo of key functions of the software :http://deskaudit.in/TCAATEnt.aspx
• You can request for 7-day free trial of specific software as required by you, by submitting details on our website at :http://deskaudit.in/pricing

2. How do I start using T-CAAT?

• After installation and activation, an additional tab will be displayed in MS Excel named T-CAAT. Clicking on the T-CAAT tab will display all of T-CAAT's functions.
• It is highly recommended that you go through T-CAAT’s guidelines document before you start using T-CAAT to ensure that your data is recognised and fully compatible with T-CAAT.

3. Does T-CAAT come with sample data?

• T-CAAT has Test data file which containts some sample data for performing some functions. It does not have any sample data of Tally. This also includes guidelines and FAQS.

4. Are there tutorials on using T-CAAT?

• There are written and video tutorials on using T-CAAT.
• Written tutorials: T-CAAT Knowledge Map & T-CAAT Help (within the software) & Brief description of all functions
• Video tutorials: Videos of presentations on T-CAAT functions which include demo of key functions is available at :https://www.youtube.com/watch?v=omMVLHpmYek&list=PLsEQVIInbjj79q5Xz5rblO-89JoC4VUI2

5. How do I update T-CAAT?

• T-CAAT Software will check for updates on the first day of the month or when user opens MS Excel on first/later day. If new updates are available, it will be notified to user with option to download and update.
• To manually check for updates on any day in any T-CAAT Software: Help & Options Panel --> Help --> Updates.

6. Do I have to uninstall T-CAAT before installing the patch file?

• No. Patch files will overwrite existing T-CAAT data to provide you with the latest updates, so there is no need to uninstall T-CAAT before running an T-CAAT patch setup.However, you must ensure that MS Excel is closed before installing the patch file.

Troubleshooting

1. T-CAAT is taking too long/ how long will T-CAAT take to run a function?

• The response time of the software depends on various factors such as: configuration of the system, number of ledgers/vouchers and whether Tally is accessed from local system or Server. However, T-CAAT is generally very fast so it should not take long to import the data. However, the speed of T-CAAT may vary depending on the speed of your computer and number of records in masters/vouchers in Tally or data to be imported.

2. When you are exporting data, we get message - Tally Connection Lost or terminated. How can I resolve this?

• This generally happens when there is large no. of records being exported and data conversion from Tally to Excel is taking long time and connection to Tally is lost. It is advisable to split the export into smaller groups to improve the speed and avoid this error.

3. T-CAAT was working fine, but it has disappeared from MS Excel. How do I resolve this issue?

• Reason 1: The most likely cause is that T-CAAT has become disabled in MS Excel. This is usually caused because T-CAAT stopped responding and was closed unexpectedly. To fix this, please follow these instructions: Run WinCAAT.exe from your desktop and select the option as Click run to enable DeskAudit software
• In Excel 2010 and above:
• Click on the File tab on the top left corner of the screen.
• Click on 'Options' and then 'Add-ins'
• Click on the drop down box at the bottom of the dialog box and choose 'Disabled items' and then click on 'Go'.
• Here, find and select eCAAT and click 'Enable'. T-CAAT should be back to normal.
• Reason 2: Another reason that T-CAAT has disappeared from MS Excel could be because it has not loaded at start up. To fix this, please follow these instructions: Run WinCAAT.exe from your desktop and select the option as Click run to enable DeskAudit software
• In Excel 2010 and above:
• Click on the File tab on the top left corner of the screen.
• Click on 'Options' and then 'Add-ins'
• Click on the drop down box at the bottom of the dialog box and choose ‘COM add-ins’ and then click on ‘Go’.
• Here, find and check the box beside eCAAT and click ‘OK’. T-CAAT should be back to normal.
• Reason 3: If both the above fixes do not work, try uninstalling and re-installing T-CAAT. This will not affect your activation period/ status.
• In any other case where the T-CAAT tab is not displayed in MS Excel, please contact Connex Teletech Private Ltd.

4. I am a new user to T-CAAT. How do I learn to use the software?

• You can click on Help & Options --> Help --> Guidelines. The guidelines cover how to import masters/transactions and required validations for importing data from Tally. You can also watch demo available on YouTube videos from: https://www.deskaudit.in/TCAATEnt

5. When I run T-CAAT, I am getting message: Tally is not opened

• T-CAAT exports masters/transactions from Tally. Hence, please open the specific company for specific financial year for which you want to import the masters/transactions. In case, T-CAAT is not able to detect this, it will give this message. Please open Tally, open company for financial year and perform the function again. Further, if two copies of Tally are open, then also this errors message is displayed. Close both copies of Tally and open only one copy of Tally. if two companies are open, then data will be imported to active company. Hence, please ensure that only one company in which data is to be imported is open.

6. MS Excel/ T-CAAT is not responding. What do I do?

• The reason MS Excel or T-CAAT is not responding is because it is trying to process data in the background, please wait for reasonable time and terminate. This could also be possible due to high volume of records. You can explore performing the function by splitting it into months or smaller size.

7. How can I disable T-CAAT Software from Excel?

• To disable T-CAAT Software tabs from Excel, Run WinCAAT.exe from desktop and select the option Disable T-CAAT software from Excel and click OK . T-CAAT Software should now be disabled. or click on File tab/ Office button --> Options --> Add-ins --> in the drop-down box (at the bottom of the dialog box) Choose COM add-ins --> Click Go --> Uncheck the box beside TCAAT and click OK. T-CAAT Software should now be disabled.

8. . How do I change Tally ERP 9 configuration for T-CAAT?

• Verify/change Advanced Configuration settings in Tally:
• Go to F12: Configure Settings --> Advanced Configuration.
• Change Enable ODBC server to Yes.
• Set Port to 9000
• Set Connect Tally.NET Server running on non HTTP port to No.
• Set Use absolute URL for HTTP actions to No.
• Accept changes and restart Tally.

9. How do I change Tally Prime configuration for T-CAAT?

• Open Tally Prime Software
• Press F1 (Help) --> Settings --> Connectivity.
• Under client/Server Configuration, set Enable ODBC to Yes
• Set the port to 9000.
• Accept changes and restart Tally Prime. ODBC should now be enabled.

10. T-CAAT functions display a message: Tally is not open even though Tally is open and a company is selected, what is the solution for this?

• Click for possible solutions from guide at: Help & Options --> Help --> Guide

Buy / Renew / Rental

1. How can I buy T-CAAT Software?

• You can buy T-CAAT Software from our website using the steps at the following link :http://deskaudit.in/pricing

2. Can I place order for multiple license/software at a time?

• Yes, you can place order for multiple licenses or multiple software by adding the number of licenses/software to the cart. You can make a single payment for all the software in the Cart. Please follow steps at the link given below: http://deskaudit.in/pricing

3. In my final payment form, I saw 3 types of mode of payment option which one I need to select?

• DeskAudit Supports 3 types of mode of payment such as:
• Direct transfer: This option will send an email to the customer about bank account details of Connex Teletech Private Ltd and the buyer can remit the amount to the bank account and send the remitted details to our sales team at sales@wincaat.com
• Email Payment Link (of Razorpay): This option will enable the customer to request for payment link from our sales team. The buyer can use the payment link received by email to make the payment

4. I made the payment what’s next?

• After we receive confirmation of your payment from our banker, instamojo or razorpay as applicable, we will process your order within 2 to 3 hours and will email Invoice with the serial key and steps for activation of the software

5. I have received the email with invoice, serial key and link for activation. How do I activate and use the software?

• You can download the software from the link below and follow the steps given in the email to activate the software. If you need any assistance, you can call email: sales@wincaat.com
• If you need telephonic support, you can call us on Cell: +91 87626-61669. You may be required to provide online access to your system through anydesk software so that we can guide you step by step.

6. Is their any option to purchase T-CAAT Software for less than one year?

• Yes, Customer can select Rental option in DeskAudit Pricing page. The rental option provides option to buy the license for 3 months.

7. Can I purchase T-CAAT Software for Multi-Year?

• Yes, Customers can buy license for multiple years such as 2 or 3 years. The pricing for this is available in the link given below: http://deskaudit.in/pricing

8. Can I get any discount on T-CAAT Software if I purchase more than one license?

• Yes, if you purchase more than 1 license the discount will be applicable as per the slab given below. The discount is automatically applied when you place the order.
• 2 to 5 license: 10% discount
• 6 to 10 license: 20% discount
• 11 to 20 license: 25% discount
• 20 license: 30% discount

9. How can I renew my license?

• Customer can renew the license before expiry at discounted price from our website from the link given below: http://deskaudit.in/pricing
• The license will be renewed with existing serial key which means that additional license period will be added to existing license key.

10. How can I renew my license after expiry?

• If your license has expired, discount applicable before expiry is not applicable. You can buy a new license online as a new customer by providing all the details http://deskaudit.in/pricing

11. I am not based in India. Can I purchase and use T-CAAT Software?

• Yes, you can place order and buy the T-CAAT software of your choice for using the software anywhere in the world. However, the pricing would be different compared to pricing for use in India. You can see link below for prices: http://deskaudit.in/pricing