how to configure tally erp 9 remote access

1. Go to Company Info. > Login as Remote User , if you are using a licensed version of Tally.ERP 9 at the remote location. ...
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. ...

How do I install tally ERP 9?

• Choose the option downloads from the Menu.
• Choose the option Tally.ERP 9.
• Now download the latest version of Tally .ERP 9 by choosing the option Install now or Download for later.
• By choosing the option – Install Now enables to install the Tally through online.

How to set credit limit in tally ERP 9?

• Go to Gateway of Tally > Accounts Info. > Ledgers > Credit Limits
• Select the required ‘Group’ in ‘List of Groups’ like Sundry Debtors, Sundry Creditors
• On ‘Multi Ledger Limit Alteration’ screen, set the ‘Credit Limit’ for the ledgers as required

How to make company in tally ERP 9?

Maintain Business Transactions | Create a Company

1. On launching Tally.ERP 9, select Create Company . If you already have one company open and would like to create another company, press Alt + F3 (Cmp Info) > ...
2. Provide the Company details. ● Enter the Name , Mailing name , and Address . ...
3. Set up financial year details and security options. ...
4. Specify the Base Currency Information . ...

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How to create a company in tally ERP 9?

Step By Step

• Create a company in Tally. To create the company, just enter the company name and address and update other details, such as contact and financial year information.
• Tally.ERP 9
• Create Company
• Step 2: The company creation window displays on the screen as show below image . ...
• Directory. ...
• Enter the Name , Mailing name , Address, County , Phone no. ...

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 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 login in 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.

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 data on network?

If you are not aware of the Data Name click on S : Server Data Loc. or press Alt + S to get the List of Tally. Server Data Locations (Data Names). Select the required name and press Enter . Select the required Company Name from the List of Companies to start working on it.

How can set Tally data from server?

Server 9 Monitor,From Company View or User View , click S : Manage Server or press Alt + S.Click F4: Server Setup or press F4. ... Place the cursor on L : Tally.ERP 9 Gold License and press Enter , or press Alt+L.The Tally.ERP 9 Gold License Configuration screen will appear. ... Accept the screen to save the changes.More items...

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 I access Tally from mobile?

Mobile device with platform Android or Apple....Just follow 3 steps and you will be done:Download the desktop app on the PC where your tally is installed.Create your account and select companies you want to see on your mobile.Download the mobile app and sign-in using the same credentials.

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).

Does Tally require internet?

Does Tally work without Internet? Yes, you continue to use Tally even without an internet connection. Only when you use connected services such as remote access, viewing reports on browser etc. you need to be connected.

What is Tally Cloud?

Tally on Cloud is a service that will take your offline Tally software on cloud. You will be able to access your Tally data from anywhere and at anytime and from any device. An easy low maintenance and economical way of running your Tally. ERP 9 is through Tally On cloud.

What is Tally Net ID?

You can log in to your company using your Tally.NET ID to perform a host of activities related to e-payments, SMS services, and so on, in an Internet-connected environment.

Can we use Tally prime single user on multiple computers?

The straight answer is Yes, you can a single user Tally on multiple computers.

How many users can use Tally multi user?

ERP 9: Gold- GST Ready (Multi User- Unlimited LAN Users & 10 Remote Users)

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 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.

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

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.

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 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’

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.

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

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

Where are remote user details displayed in Tally?

Select the required remote company. On successful authentication, the remote user details are displayed in the Gateway of Tally screen.

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.

Can you disconnect TallyPrime remotely?

You can decide when to connect your company for users to access remotely and disconnect the same when it is not needed. You need to have internet connection on the computers where TallyPrime is installed.

Can you login to a remote instance using TallyPrime?

Authorised users can login to a remote instance using TallyPrime Installation and use the connected company.

Can a user access your company remotely?

These users can access your company remotely, whenever the companies are connected.

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.

Can employees view financial reports?

Noteworthy is the fact that the employee cannot view any financial reports unless he has been given required permissions. On the other hand, management can check the company’s financial reports when away from the office.

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.

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:

Where is Tally ERP 9?

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 his 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, you have to 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.

Can you use a VPN on Tally?

Due to this, the remote users can access their Tally data, but not the Tally license. How to configure a VPN is beyond the scope of this post as it requires in-depth IT knowledge and should be done only by qualified IT personnel. A mistake in configuration can render your entire office LAN open to attacks. If you need further assistance to configure VPN, please do not hesitate to contact us.

Can you access Tally on a PC?

This is the simplest of all methods to access Tally online and can be used if there is only one user who will be accessing Tally at a time. That is also the downside. Ony one user can access a PC at a time. So if there are 3 remote users, they will have to access their PCs in the office and not the server directly.

Is Tally ERP 9 secure?

The best part of this method is that its blazing-fast and totally secure as your data resides in your computer in the office. It is possible to drill down up to the voucher level and also download invoices and vouchers. You can also control which user has access and to which report. The option to add your own customized reports is also now available from Tally ERP 9 Release 6.6.1. Another useful feature is the option to open and then download a report in PDF or Excel format, the option for which got added in release 6.6.2.

Method 2: – Access Tally Remotely by Using Virtual Access Feature

Tally has evolved to the next level after a long time, Now the tally itself provides a feature to access tally remotely. To achieve this, you can use RDP, Citrix, and Cloud tools. After making tally compatible with all these tools, it is named Tally Virtual Access.

Method 3: – Use Tally on Mobile App to Access Tally Remotely

Using a mobile app to access tally from remote location is the better way. But for this, you need to host your tally on cloud-first. As I mentioned in Method 1, but for this, you need to invest extra money to buy the mobile app.

Method 4: – Use Tally.ERP 9 Remote Access Built-in Feature

On ordinary days, the Tally user (Salesperson and company employee) needs to visit the office to access the tally software. But now, Tally provides a built-in feature i.e., Remote Access.

Method 5: – Access Tally from Remote Location Using Browser

Tally report browser access feature embedded in Tally ERP 9 6.6 and it next versions. This feature also enables users to access tally from anywhere. It basically provides an option to access tally from browse from any device (Phone, Laptop, Computer, tablet). For more details visit the official site.

Final Words!

You reached the end of the write-up; it means you must have gone through all the mentioned steps. I have explained all possible ways to access tally from remote locations. I hope my effort will help you to access tally prime and ERP 9 from anywhere.