Remote-access Guide

how to activate remote access in tally erp 9

by Della Gusikowski Published 3 years ago Updated 2 years ago
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How to Enable Remote Access in Tally ERP 9?

  • Create a Tally.Net User ID & Verify the User account.
  • Enable Security Control by Following the Path. ( Tally Gateway>Comp Info [F3]>Alter>User Security Control>Yes ).
  • Enable Remote Access Feature in Software Panel ( Tally Gateway>Features [F11]>Tally.NET features [F4] ).
  • Provide all the details here like Connect Name, Name of Contact Person, Connectivity Features, SMS Access Details, etc. Click Ctrl+A to accept the ...
  • Create Remote Users by Following the Path ( Tally Gateway>F3>Security Control>Types of Security>Tally.Net owner ).

Log in to Tally. ERP 9 from anywhere
  1. Go to Company Info. > Login as Remote User , if you are using a licensed version of Tally. ...
  2. Enter your Tally.NET ID and password.
  3. Select the required remote company. On successful authentication, the remote user details are displayed in the Gateway of Tally screen.

Full Answer

How to login as remote user in tally ERP 9?

1. Go to Company Info. > Login as Remote User, if you are using a licensed version of Tally.ERP 9 at the remote location. If you are using Educational Mode in the remote location, start Tally.ERP 9 > in the Startup screen, select Login as Remote Tally.NET User.

How to access tally online?

One of the earliest ways to access Tally online has been using remote access. Tally has an in-built Remote Access feature since past several years. You can use this remote access feature if you have an active TSS.

How do I Disconnect a company in tally ERP 9?

● If you need to disable remote access, set the option to No . When there is no need for users to access your company remotely, you can disconnect the company. ● Click F4: Disconnect . When you disconnect a company in Tally.ERP 9, the status of the company changes to offline on the Tally portal.

What are security levels in tally ERP 9?

You can create multiple Security Levels to manage user access to different features in Tally.ERP 9. If Tally.NET IDs are added under such Security Levels, you can control who can access which feature remotely. Click here to know more about creating security levels.

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Which option should enable for remote access in Tally?

You can enable or disable remote access to your company as per your needs. Press F11: Features > If you have already enabled remote access, you will see that Enable Tally.NET Services for Remote Access & Synchronisation is set to Yes under Online Access. If you need to disable remote access, set this option to No.

How can I remotely connect to Tally using VPN?

There are two ways to doing this; using a hardware firewall or a software VPN. In this, you have to install a VPN client on the remote computer and can directly connect to your office LAN from wherever you are. Your data resides in the office at all times. This is also a highly secure way of accessing your Tally.

How can I access Tally from another computer?

Backup your data in the folder formatOn your computer, go to the location where company data is stored.Copy the Data folder and paste it in a different local disk or an external drive.Go to the location where the data was backed up.Press Alt+D or click the address bar. ... Press Ctrl+C to copy the path.Open Tally.More items...

What is remote Tally?

By logging in as a Remote Tally.NET User , you can login and access data from any location. Users created under Tally.NET User or Tally.NET Auditor can login remotely. Tally.NET User or Tally.NET Auditor can use a licensed version of Tally. ERP 9, or use the application in Educational Mode on the remote computer.

Can we access Tally in Mobile?

Tally on Cloud facilitates your tally account to be used from multiple locations with one Tally license and gives you the flexibility of accessing from any device including PC, Laptops, iPads, and Android/ iOS mobile as well.

How can I connect Tally server through internet?

SolutionOpen Tally. Server Monitor.Go to Alt + S: Manage Server > F4: Setup.Specify the Gold License IP and Port under Tally. ERP 9 License Server details.Accept the screen and check in the client machine(s).

How does Tally multi user work?

Multiple users: In the case of multiple, all the machines under the LAN network act simultaneously. It will also provide license and data access to remote areas too. It gives access to a minimum amount of around 10 remote users. Multiple users have been referred to as the Gold edition of Tally.

How can I transfer my Tally from one laptop to another laptop?

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How can I use Tally without license?

You can use Tally. ERP 9 in the educational mode without a license, where you can input data only on the first, second, and last days of the month. 1. Install and start Tally.

What is required for remote access?

Remote computer access requires a reliable internet connection. You'll need to activate or install software on the device you want to access, as well as on the device — or devices — you want to use to get that access.

How can activate Tally NET ID?

Login to Company with Tally.NET IDOpen Tally. ERP 9 .Under Company Info. , click Select Company . ... Select the required company from the List of Companies , and press Enter . ... Enter your registered Tally.NET ID in the Name of User field.Enter the password in the Password (if any) field, and press Enter .

Can we use Tally Prime license in Tally erp9?

Yes, you can use the same license in Tally. ERP 9 and TallyPrime, provided that you have a valid TSS.

How can I configure Tally Prime server and client?

SolutionOpen TallyPrime Server Monitor.Go to Alt+S: Manage Server > F4: Setup. Specify the Gold License IP and Port under Tally. ERP 9 License Server details.Accept the screen and check in the client machine(s).

How can activate Tally Net ID?

Login to Company with Tally.NET IDOpen Tally. ERP 9 .Under Company Info. , click Select Company . ... Select the required company from the List of Companies , and press Enter . ... Enter your registered Tally.NET ID in the Name of User field.Enter the password in the Password (if any) field, and press Enter .

Is Tally.Net secure?

Yes, Remote access through Tally.Net is done in a very secure environment. You should not be worried about the security of your crucial data.

Can you remote access Tally?

A large number of users want to know how to enable the Remote access feature in Tally accounting software. This can be done directly using Tally software. It provides you to do so. You only needed to just follow these simple steps:

Can you use Tally Remote Access on Mac?

Another issue that users may face while Tally Remote Access is the need for a Tally software on destination device with the same version. Tally software cannot be installed on Mac or Linux devices & hence you cannot use it there. Tally remote access cannot be done on mobile devices.

Can you access Tally from anywhere?

With Tally remote access, you can use & access your Tally data even when you are not in your Office. You can access Tally software only with the help of an Internet connection from anywhere. Quickly check your account balances, read invoices, financial commitments, etc. With Tally Remote Access, you can access your data without any time or location barrier. It will make the management of all your accounting resources in a reliable & convenient manner. It gives you the following advantages:

How many Tally users are allowed?

Only one active Tally.NET is allowed for Single User edition and a Maximum of ten active Tally.NET users are allowed for a Multi User edition.

What is TSS in Tally?

TSS is a default feature available in the product and provides a host of capabilities, such as Unlimited Remote Access, Unlimited Data Synchronization, Manage Sites/Users through Control Centre, Online help, support from within Tally or the browser, Support Centre to post your product related queries and get solution to the queries raised, Remote Edit and SMS Services.

What is remote company screen?

The Select Remote Company screen appears displaying the list of remote companies available for remote user

How to allow remote access to Tally?

Under Security Control Go to Users and Passwords > Tally.Net Owner use your Email id which was given at the time of purchase of Tally. Enter ‘User’s E-mail ID’ in ‘Name of User’, select ‘Yes’ in ‘Allow Remote Access’

What is Tally.ERP9?

Remote Access capability in Tally.ERP9 lets you access your business data even while you are away from your office (But for use of Remote Access you must take backup before use Remote Access Facility) Also on both system you need same release of Tally.ERP9

How to use security control on Tally?

Go to ’Gateway of Tally > F3: Cmp Info > Alter> Use Security Control > Yes.

How to access remote companies?

On the ‘List of Remote Companies’ screen, select the required company listed under ‘Online Companies’ and press ‘Alt+O’ to open or access company’s data.

Can you use Tally.ERP 9 for remote access?

You can even use the Educational version of Tally.ERP 9 for remote access.

Does Tally.NET store data?

This is made possible by the Tally.NET framework which provides a secure connection through trusted Remote Access. Tally.NET which does not store any data, uses advanced encryption to ensure that it is not accessible to anyone outside the system.

Is remote access a challenge?

Not too long ago, getting an as-it happens picture of your business, and managing data from remote places, was a challenge. However, Remote Access capability—with no location and time limit to access business data—makes managing your business fast and convenient.

What is Tally.ERP9?

This is made possible by the Tally.Net framework which provides which provides a secure connection through trusted Remote Access. Tally.NET which does not store any data, uses advanced encryption to ensure that it is not accessible to anyone outside the system.

Can you use Tally.ERP9 for remote access?

To make use of Remote Access feature in Tally.ERP9, you just need a Tally.NET subscription, a computer with Tally.ERP9 and an Interest Connection. You can even use the Educational Version of Tally.ERP9 for remote access.

How to connect to Tally?

1. Go to Gateway of Tally , click F4: Connect . a. If you have enabled security control for your company, move to step 2. In case you have not enabled security control for your company, Tally.ERP 9 will prompt you for the same. o In the Security Control screen, the option Use security control is set to Yes .

How many company data can a Tally.NET remote user access?

A remote user can access only one company data at a time.

What happens when you disconnect a company in Tally.ERP 9?

When you disconnect a company in Tally.ERP 9, the status of the company changes to offline on the Tally portal.

How to allow remote access to a company?

To allow remote access to your company, you need to enable the feature. You can allow access to Tally.NET IDs to access your company remotely. You need to connect your companies to Tally.NET services to allow users to log in remotely.

What is connectivity status?

The Connectivity Status report displays the company name, the company's connect name, and the status of connection for Browser Access and Tally.NET Services.

What does a C sign mean in Tally?

Once the company is connected, a sign (c ) appears against the company name in the List of Selected Companies in the Gateway of Tally.

Can you create multiple security levels in Tally?

You can create multiple Security Levels to manage user access to different features in Tally.ERP 9. If Tally.NET IDs are added under such Security Levels, you can control who can access which feature remotely. Click here to know more about creating security levels.

Where is Tally.ERP 9 license?

All that is needed is a Tally.ERP 9 license on the server in your office/cloud along with a good internet connection. Data resides in the cloud server itself and so data security is also maintained with users having limited access. The server can be in your office or in a data centre.

How to access Tally report?

The user has to login using his allotted Tally.Net ID and then select the required company , A list of available reports is shown once you log in to the Tally portal. A report with the latest data is fetched and displayed on the screen. You can then drill down to the next levels of the report to get further details till the voucher, just like on desktop. It is also possible to change the period of the report, as required. You may have to refresh the page to get updated information. This is a very economical way to access Tally from anywhere.

What is a Tally.NET ID?

Your account ID (the e-mail ID used to activate your license) is a valid Tally.NET ID. Next, you can create Tally.NET IDs for other users requiring to view reports in a browser. Then, click on the connect button to connect your company. That’s it.

What is Quick Data Access?

Quick data access: When employees are at clients’ locations, they can view the stock availability and commit delivery dates to the clients, or check the pending receivables from the clients. This ensures availability of the latest details when required the most enabling quick decision making.

Is Tally always in the cloud?

More importantly, Tally data will always be in your computer/cloud. You can also provide view-only access to certain users and full access to others. Whenever a user connects to your company, based on the access permissions provided, he can access the applicable features.

Can you set Tally.Net to active?

Set the option Tally.Net user to yes. By default, the Status is set to active. Note: You can set the Status to In-active for the existing users. Only one active Tally.NET is allowed for Single User edition and a Maximum of ten active.

Is Tally.NET a multi user?

Tally.NET users are allowed for a Multi User edition (Registered mail id as Owner and the other users as Standard Users in the security level).

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