Remote-access Guide

how to do remote access in tally erp 9

by Prof. Asia Prosacco III Published 1 year ago Updated 1 year ago
image

  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. ...

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?

Authorised users can log on to the Tally portal, and use the connected company. In Tally.ERP 9 at the remote location, log in using your Tally.NET ID and password. 1. Go to Company Info. > Login as Remote User , if you are using a licensed version of Tally.ERP 9 at the remote location.

What are security levels in tally ERP?

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

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.

How to enable remote access feature in tally gateway?

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 requests & close window.

image

What is required for remote access in Tally?

Only users with a valid Tally.NET ID will get remote access. The account ID (e-mail ID used to activate your Tally license) is a valid Tally.NET ID. Next, you can create additional Tally.NET IDs for other users requiring remote access. Then, you have to click on the connect button to connect your company.

What is remote user 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.

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 connect Tally to another computer?

Step 1: Open Tally software and surrender the license. Step 2: Copy the data from its location. Step 3: Install Tally on a different system and run it as an administrator. Step 5: Enter the email address on which you had purchased the single-user license.

How can I use one Tally in two computers?

Activate Tally. ERP 9 License as a Multi-Site AccountStart Tally. ... Click A : Activate Your License in the Startup screen, as shown below: ... Click F2: Multi-Site to view the Site License Activation screen.Enter the Serial Number and Activation Key .Enter the Account ID to which you want to add this license.More items...

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.

Can I access Tally remotely?

You can securely access your Tally. ERP 9 from anywhere to record transactions, or view reports when working from a client's office, or other remote locations. All you need at the remote location is a Tally. ERP 9 installation, and an internet connection.

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 access Tally Cloud?

You just need to have a valid Tally. ERP 9 license on the computer in your office/cloud and an internet connection to use TVU for accessing your data from anywhere. You can use Browser Access and Remote Access if you additionally have an active TSS, and your company is connected to Tally.NET services.

Can we transfer Tally ERP 9 to another computer?

Yes, you can move Tally. ERP 9 from one computer to another.

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 Tally Gateway server?

Tally Gateway Server (TGS) is a windows service that is installed and started after activating your license. You can access the license via LAN in your computer by configuring your computer to point to the TGS where the license is active.

What is multi user in Tally?

With the use of Tally on Cloud Multi user, you can access any version of your Tally remotely online from anywhere at any time from a PC or any device using any OS. Tallystack offers attractive Tally on Cloud Multi-User price for Small – Medium Enterprises or a Multinational Organization.

How do I access remote desktop connection?

On your local Windows PC: In the search box on the taskbar, type Remote Desktop Connection, and then select Remote Desktop Connection. In Remote Desktop Connection, type the name of the PC you want to connect to (from Step 1), and then select Connect.

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 connect company in Tally?

Connecting Company to Tally.NET ServerGo to Gateway of Tally.Click F4: Connect. The Connect Companies to Tally.NET Server screen is displayed.Select the required companies from the List of Companies.Press Enter to connect the selected company to Tally.NET Server.♦ ... ♦

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.

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 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.

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.

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.

Manage business from home

You do not have to be present in your office anymore to know the latest update on your business. You can plan your day in advance by checking the status of payables and receivables, pending orders, stock status, etc in the morning before you reach the office. Delegate and plan work better.

Business on the move

Your absence from the office does not affect the visibility of business anymore. Access your business data from a laptop, cyber cafe, or even computer in the hotel where you are staying. Stay connected to your business without being involved.

Enhance response time to customers

Sales staff in the field can access customer’s outstanding statements for immediate reference or discussion. Also before booking a new order or promising delivery dates, a salesperson can check the stock status and availability of goods by using Tally.ERP 9 was installed on the customer’s computer.

A Tally expert can resolve your support queries remotely

The solution to support issues does not have to wait anymore. Provide one-time access to a Tally expert or a solution provider to fix your product, customization, or any other support issues instantaneously. This can save your business the delay in problem resolution.

YOUR BUSINESS REQUIRES YOU TO DO REMOTE EDITS OF BUSINESS TRANSACTIONS?

A feature essentially developed for people on the move with a capability to rectify or alter transactions or masters from anywhere. Tally.ERP 9 will be enabled to edit transactions and masters from a remote location.

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).

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9