how to give remote access 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. ...
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 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 connect to tally ERP 9?

You need to have internet connection on the computers where Tally.ERP 9 is installed. 1. Go to Gateway of Tally , click F4: Connect . a. If you have enabled security control for your company, move to step 2.

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.

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.

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.

What is remote access in Tally prime?

You can securely access your TallyPrime 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 TallyPrime installation, and an internet connection.

How can connect Tally multi user in network?

Activating Multi-Site Tally. Server 9 LicenseStart 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. ... Enter the Site ID .More items...

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.

Can Tally be use on 2 computers?

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

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.

What is Tally virtual user?

Who is a virtual user of Tally? Tally virtual user (TVU) is nothing but an instance of TallyPrime running or being accessed over a virtualised environment or through tools like Windows RDP, Windows thin Client, Citrix, or similar technologies.

Can we do Tally work from home?

In TallyPrime, you can use Tally Virtual User (TVU), Browser Access feature, and the in-built Remote Access feature to access your Company data. You just need to have a valid TallyPrime license on the computer in your office/cloud and an internet connection to use TVU to work from home or anywhere.

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.♦ ... ♦

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 I access Tally from anywhere?

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

How can I use Tally in different location?

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 in my browser?

View Tally. ERP 9 reports from anywhere using browserOpen www.tallysolutions.com and log in using your Tally.NET ID and password. ... Select a connected company. ... Select the report that you want to view. ... To get further details of any value, you can drill down up to the voucher level in many reports.More items...

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.♦ ... ♦

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.

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.

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 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.

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.

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.