how to use tally remote access

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 view Tally on 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.

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 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 Tally be use on 2 computers?

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

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 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.

Can we run Tally on Google Drive?

In Tally on Cloud, Google Drive is used for following purposes : Sending Your Existing Tally Data to Tally on Cloud. Getting your Tally Data on Tally on Cloud to your PCs. Getting Files exported from Tally on Cloud.

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.

How can I transfer my Tally data from one computer to another?

How to Copy Tally Data in PendriveF1 Select Company.Tally Path shown at top (Suppose Tally path is C:\Users\Public\Tally.ERP9\Data)Check Company Name and Number whose Data required to be copied.Go Manually to Path (Go to C Drive-->Users-->Public--->Tally ERP 9-->-Data)Copy Data Folder of Company which is required.More items...•

How can I share Tally license?

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 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 many users can use Tally multi-user?

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

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.

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.

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.

How to connect to Tally?

1. Go to Gateway of Tally , click F4: Connect . a. If you have enabled security control for your company, move to step 2. In case you have not enabled security control for your company, Tally.ERP 9 will prompt you for the same. o In the Security Control screen, the option Use security control is set to Yes .

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

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

What happens when you disconnect a company in Tally.ERP 9?

When you disconnect a company in Tally.ERP 9, the status of the company changes to offline on the Tally portal.

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.

What does a C sign mean in Tally?

Once the company is connected, a sign (c ) appears against the company name in the List of Selected Companies in the Gateway of Tally.

Can Tally.NET be used remotely?

Once the Tally.NET IDs are created, you need to allow remote access to your company for these users. Then they can log in from anywhere and use your company.

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 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.

Why is Tally used?

It allows Tally users to connect securely from a remote location. Often salesperson and company employees have to make personal visits to their clients, during which they might need to complete a transaction. In situations like these, they could save time with remote access.

What is Tally 9 6.6?

Tally’s ERP 9 6.6 release has provided users with a great tool. Tally reports browser access allows users to view reports through a web browser, from any device phone, laptop, and tablets, provided that you have an updated browser and a decent internet connection. With this method, users can have access to Balance Sheet, Cash Flow, Profit & Loss A/c, Purchase Orders, and all the other Tally reports.

What are the benefits of remote access?

Remote access has quite a few benefits, starting with increased productivity. Being able to view a report, carry out transactions, as well as audit documents from anywhere, makes things easier.

Can you remotely access Tally.NET?

The administrator/owner has complete access to the Tally data, and that person can give remote access to Tally.Net users. Depending on the type of License, the owner can grant access to n number of Tally.Net users. While those using traditional Tally.ERP remote access with a single-user license can only provide remote access for one person at a time. In the case of a multi-user license, ten users can remotely access data at a time.

Can you use Tally.ERP 9?

The Tally.ERP 9 software can be used virtually with the help of TVU, Tally Virtual User Pack. With the TVU pack, an organization with multiple branches can now operate through a single license. For information on how to use TVU, visit the Tally official website.

Can you use TeamViewer for one person?

Although software like TeamViewer provides remote access, they fall short in one aspect. Only one person can use the ERP software and its data at a given time. Now, this might be great for a single update but not a good option for handling large amounts of data. But, these desktop control software have their benefits.

Does Tally use Citrix?

Tally has recently opened new and simpler avenues for remotely accessing data with the help of virtualization tools like RDP, Citrix, and Cloud. This move was a long time coming. In their defence, most of the Tally users operated from a standalone computer or used multiple computers connected via LAN. But with virtualization on the rise, Tally has come up with Tally Virtual Access. It is for the clients who want to access Tally data from the Cloud and virtual environments.

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.