Remote-access Guide

how to use tally prime remote access

by Prof. Birdie Kuhic Published 2 years ago Updated 1 year ago
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Use Your Office Computer for TallyPrime

  • Enable Remote Desktop Connection. Refer to Microsoft help for instructions on enabling Remote Desktop access for the version of Windows you are using. ...
  • If you have bought TallyPrime newly, or you are changing your computer, install TallyPrime and activate the license .
  • Ensure that your computer is connected to the Internet.

Full Answer

Can I access tally Prime from another computer?

Remote Access in TallyPrime 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 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 the last many years. You can use this remote access feature if you have an active TSS.

How to create a remote company in tallyprime?

In TallyPrime at the remote location, log in using your Tally.NET ID and password. Select Remote Company from Select Company screen In case the company is loaded during startup, Press Alt + K (Company) or click on Company menu from Top menu bar > click on Select

What is a remote user in tally?

The remote Tally.NET user can now login as a ‘Remote user’ to the Company connected to Tally.NET server and access the data. Internally this request is sent to the company through Tally.NET server.

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How do I use Remote Access in Tally prime?

In TallyPrime at the remote location, log in using your Tally.NET ID and password. 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.

What is Remote Access 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.

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 can I use Tally prime on 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...

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 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 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 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 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).

How can I remove no access allowed in Tally prime?

Remove Users/Security LevelsPress Alt+K (Company) > Users and Passwords. ... Place the cursor on the Security Level that is not needed.Press Spacebar to remove it and select End of list.Repeat this to remove the security levels that are not required.Accept the Users for Company screen.

What is required for activating Tally NET Remote Access?

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 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 I connect Tally to another network?

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 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.

Can you create users on TallyPrime?

As in the case of using TallyPrime on your desktop, you can create users and allow access based on your requirements. Whenever a user connects to your company, the user can access the features for which you have allowed access.

Does TallyPrime have access control?

Access control in TallyPrime: There is no change in the security options provided in TallyPrime. As in the case of using TallyPrime on your desktop, you can create users and allow access based on your requirements. Whenever a user connects to your company, the user can access the features for which you have allowed access. For example, if your employee is at a client’s place and wants to check receivables or record receipts, it can be done. However, the employee will not view your financial reports unless you have given permission.

Can you use TallyPrime on a desktop?

Then you can use TallyPrime as if you are using on a local desktop, to check your business status and record any transaction.

Does TallyPrime require a TVU?

The change implies that if you use Windows RDP, cloud services or similar technologies to access TallyPrime virtually, you need a TVU pack.

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.

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.

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.

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.

What is required to access TallyPrime remotely?

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

What is Tally remote access?

In Tally Remote Access the communication is established between the remote computer and the computer at your office using Encrypted XML over HTTP.

What are the limits for concurrent remote login of Tally.NET users?

There are certain limits on concurrent logins for different types of sessions - access Company data remotely.

How to print an Invoice with Company Logo from a Remote Location?

On the remote computer, copy the Company logo file to the same path as mentioned on the server for the logo location.

What are the restrictions when opening a remote login in Educational Mode? Will the user be able to change the period like 1-12-08 to 10-12-08?

There are no restrictions, it works in a regular licensed mode as the remotely logged in user gets a remote license number from Tally.NET server. A user can access all the options enabled in the security definition based on the license under which Tally.NET user is created.

Can I perform Backup, Restore, and Split operations while logged into the company data remotely?

No, it is not allowed to perform Backup, Restore or Split operations while logging in as a remote user.

Will a remote user get complete access to the company data?

Yes, a remote user will get access to all the options enabled, on the basis of the security level defined in the Company and the license under which that particular Tally.NET user is created.

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