how to use 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. ...

Full Answer

How to create multiple Ledger in tally ERP 9?

Creating Ledger in Tally.ERP 9

• One way is to create a Single Ledger
• Another way is to create it with Multiple Ledgers
• To create ledger from voucher screen by pressing ALT + C

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 work in tally?

Job Work In Order

1. Go to Gateway of Tally > Order Vouchers > W : Job Work In Order
2. Enter the Date as 4-10-2010.
3. Party A/C Name : In this field select the Principal Manufacturer ledger from whom the Job Work In Order received. ...
4. In Party Details screen, under Process Instruction section specify the duration of Process and Nature of Process to be carried out.

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How can backup tally 9?

To schedule backup

1. From Company View or User View , click S : Manage Server or press Alt + S .
2. In the Tally.Server 9 Information screen that appears, click F8 : Scheduler or press F8 . The Scheduled Backup screen appears:
3. Source Data: The Data Locations configured for Tally.Server 9 will be listed here. ...

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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 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...

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.

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.

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 single user Tally on multiple computers?

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

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.

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 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.

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.♦ ... ♦

Does Tally prime work without internet?

A valid license for the server, an active TSS (Tally Software Services), and an Internet connection are required to access TallyPrime.

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.

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.

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.

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.

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.