Browser Reports - FAQ

Related Topics

View Tally.ERP 9 Reports in Browser

Exceptions and Resolutions

1.

No companies are listed in my account. Why?

Verify the following and make the suggested changes.

In the Customer Portal:

1. Check the license status of Tally.ERP 9. The status of the license used in Tally.ERP 9 client should be Confirmed or Active .

a. Change the status if it is pending for confirmation. Login to Customer Portal > Control Centre > Account Management > License Management . In case the status is pending for confirmation then confirm the same by choosing View/Edit Site Profile under Actions .

2. Add the user to list of Tally.NET users in the Control Centre of customer portal . In case the user you want to give access to browser reports is not already a Tally.NET user. Newly added Tally.NET users will receive the password in the mail.

a. Log in to Customer Portal > Control Centre > Account Management > User Management > Manage Users . Click CREATE USER . Add the user and enable Tally.NET services for the user.

b. In case the user is already added, enable Tally.NET services for the user. Under Manage Users , select a user and click View/Edit User under Actions .

In Tally.ERP 9 client:

1. Add the same user under Users and Passwords in Tally.ERP 9 client.

a. Log in as company admin in Tally.ERP 9 client. Go to Alt+F3: Cmp Info >  Security Control > Users and Passwords .

b. Choose the security level as Tally.NET Owner , Tally.NET User or Tally.NET Auditor . You can also choose any other security level that has Use Tally.NET Authentication enabled. Add the same user and enable browser access.

Note : You can check if the security level has Use Tally.NET Authentication enabled, in Types of Security .

2. Connect the company ( Gateway of Tally > F4: Connect ). Check the Connectivity Status ( Alt+F3: Cmp In fo) report to ensure company is connected for browser access.

3. Refresh the list in the browser. The connected company is shown.

Click here for more details on browser reports.

2.

My company is showing offline. Why?

1. Check the company connection status in Tally.ERP 9. The (c) is now shown next to the company name in List of Selected Companies in Gateway of Tally if the company is disconnected. Connect the company ( F4: Connect ) again and refresh the list of companies.

2. In case the company is connected but is shown as offline in the browser, check the Connectivity Status ( Gateway of Tally > Alt+F3 ) report. In case the company is not connected to browser access, connect the company again and refresh the list of companies.

3. In case company is connected for browser access but is shown as offline in browser, then check the connect name of the company ( F11: Features > F4: TSS ). The company is shown online with this connect name in the list.

Click here for more details on browser reports.

3.

My company is not listed in the list of companies. Why?

1. In case the company was online earlier but it does not appear now.

a. Check if the user is added to the Users and Passwords of the company with browser access enabled. Connect company.

2. In case the company was never shown in the list.

b. Follow the steps in No companies are listed in my account. Why?

Click here for more details on browser reports.

1.

What are the benefits of accessing Tally.ERP 9 reports in a browser?

Access Tally.ERP 9 reports on any device from anywhere using secure technology. To know more, click here .

2.

How secure is my business data when accessed via web browsers?

Your business data is secure as the data remains with you, and is not stored anywhere else. Further, you can decide who can access different reports.

3.

Is the data viewed in the browser online or offline?

Your data is fetched on demand from your Tally.ERP 9 Company. If you disconnect the internet connection on your computer running Tally.ERP 9, and the browser page is reloaded/refreshed, it will not show any data.

4.

Do I need to install an app or software to view Tally.ERP 9 reports in a browser?

You can access Tally.ERP 9 reports using a web browser from any device. You need to update to Tally.ERP 9 Release 6.6. To know more, click here .

5.

Which devices can be used to view Tally.ERP 9 reports in a browser?

Any device that supports internet browsing can be used to view Tally.ERP 9 reports.

6.

What is the minimum operating system requirement for Tally.ERP 9 installation to allow browser access feature?

To avail this feature, Tally.ERP 9 should be installed in Windows Vista or later.

7.

What is the recommended internet connectivity bandwidth?

For optimal experience we recommend a connection with minimum speed of 512 Kbps.

8.

What can impact the speed of viewing reports in a browser?

When you access a report in browser, the report gets generated in your Tally.ERP 9 client, and is sent to the browser via the Internet. Performance of report generation will remain almost the same at the client when accessing from the client, or from a browser. The internet transmission may take a bit of extra time in the case of a large report or a slow connection.

9.

What is the difference between Remote Access and Browser Access?

In Remote Access and Browser Access, you can access Tally.ERP 9 data from other devices. Remote access needs a Tally.ERP 9 client installation to access your data, and you can use the complete functionality. In Browser Access, currently you can only view reports.

10.

What is the difference between the security levels Tally.NET User, Tally.NET Owner, and Tally.NET Auditor?

By default,

● Tally.NET User has the facilities of Data Entry, and hence these users will not be able to view a few reports in browser.

● Tally.NET Owner and Tally.NET Auditor have facilities of an Owner, and hence they will be able to see all reports available for viewing.

11.

Can I use the same e-mail ID in multiple companies, to view reports in browser?

Yes, you can use the same e-mail ID (used to create Tally.NET ID) to view reports of different companies in browser. Allow browser access to the same e-mail ID in all the required companies.

12.

When I use hardware firewall or proxy, is it required to give any exception?

Click here to know the list of IPs that need to be excluded by the firewall or proxy.

13.

Is my data safe when company data is accessed in browser when security is not enabled in the company?

The data accessed over browser is always secure and doesn’t depend on whether security is enabled in the company or not. Check the link here to understand how browser access of data is secure.

1.

My TSS has expired. Will I be able to view Tally.ERP 9 reports from a browser?

No. You need an active TSS subscription to view Tally.ERP 9 reports in browser.

2.

I have a 7-day free trial license of Tally.ERP 9. Can I still view reports in browser?

To view Tally.ERP 9 reports in browser, you need to have a valid license (Silver/Gold/Tally Server 9) and an active TSS. Your 7-day free trial license is a Multi-User Gold license with active TSS for seven days, hence, you can view Tally.ERP 9 reports in browser.

3.

How many users can view reports in browser?

Currently, you can have any number of Tally.NET users who are allowed browser access can view reports in browser. User limits will be coming soon based on the license type.

4.

How many concurrent sessions can work for viewing reports in browser with single user license and multi-user license?

Currently, you can have any number of sessions for viewing reports in browser in any type of license. Number of sessions per user limits will be coming soon.

1.

How do I create a Tally.NET ID?

You can create a Tally.NET ID using the Control Centre on the Tally portal or in Tally.ERP 9. Click here to know how to create a Tally.NET ID on Tally portal.

2.

Can I view all the reports in Tally.ERP 9 using browser access?

No. Frequently used business reports can be viewed in browsers. Click here to view the list of reports. More will get added subsequently.

3.

Balance Sheet, Profit & Loss A/c, and few more reports are not available in the list of reports displayed on the portal. Why?

You may not have access to these reports. Request your administrator to provide access. Or, you can allow access to these reports in Tally.ERP 9.

4.

Can I define the list of reports that each user can view in browser?

Yes. You can define the access rights for the users using Security Control in Tally.ERP 9.

5.

What access rights are needed to view and download reports in browser?

For a user to view a report in browser, give Display access for the report to the Tally.NET ID.

For a user to download a report in browser, give Print access for the report to the Tally.NET ID.

Alternatively, give Full access to the Tally.NET ID to allow the user to view and download reports in browser.

6.

Can I add customised reports to view in browser?

Customised reports which follow the patterns of default Tally reports are supported. Also, if the customised report represents information in the following patterns, then the report are rendered seamlessly in the browser.

● Reports with two parts horizontally or vertically aligned

● Reports with information between two to four columns

● Reports with information in more than four columns

● Reports having information like Stock Query

Click here for more details.

7.

Will the customisations done for the provided reports work?

Customised reports which follow the patterns of default Tally reports are supported.

Click here for more details.

8.

My Tally.ERP 9 becomes slow when other users access reports in browser. What should I do?

When Tally.ERP 9 is processing requests from browsers, the client may become slow. To avoid this, open another Tally.ERP 9, and work on that.

9.

While connecting Company for Browser Access using Tally.ERP 9 (64 bit) on a 64 bit OS, Tally.ERP 9 is closing. Why?

Install Tally.ERP 9 (32 bit) as per the following steps:

c. Open Command Prompt .

d. Enter the path where setup.exe is present.

e. Enter the command setup.exe /bitness:32 .

f. Press Enter to install Tally.ERP 9.

10.

What should I do when I get any error code between 9001 and 9010 in Tally.ERP 9?

If you are getting any error code between 9001 and 9010 in Tally.ERP 9, check the Tally Services Status page to see if the Browser Access Service is running.

11.

As an admin, how do I ensure company is not listed even as offline for a user?

You can do so by removing the user from the company's security control ( Gateway of Tally > Alt+F3: Cmp Info > Security Control > Users and Passwords ) when the company is connected.

Or

When the company is disconnected, such that when the company is connected after removing the user it is not listed on the Tally portal, for that user.

12.

My company is connecting automatically when I load it. This is leading to delay in loading. Why?

In 6.6.1, Connect company on loading option ( F11: Features > F4: TSS Features ) is set to Yes automatically in case company had users with access to browser reports and company is connected for browser access at least once. This is done for ease of accessing browser reports. If you do not want the company to connect automatically, you can disable the option from Company Operations Alteration screen ( F11: Features > F4: TSS Features ).

13.

I don’t want my company to connect on loading. How do I make the change?

Disable the option Connect company on loading from Company Operations Alteration screen ( F11: Features > F4: TSS Features ).

14.

When I attempt to connect company, a prompt connect name is invalid is displayed. Why?

Connect name is valid only when the characters used are printable ASCII characters . Any character outside this is invalid. Some characters are also invisible and thus appear as just extra space. If you are unable to identify why the connect name is invalid, copy paste the connect name from F11->F4 to any online printable ASCII characters checkers like this .

You can resolve this issue by specifying connect name manually instead of copying it from another source.

15.

Can I provide access to browser reports for more than one user without enabling the security?

Currently you can provide browser access to only one user when security is disabled. If you want to manage more users, you can do so by enabling security in your company. You can go to Security control menu to enable security and manage more users.

16.

What is the security level of the single user to whom browser access is given when security is disabled?

The user can access all the browser reports. This user is not associated with any user defined security levels.

17.

How to disable browser access for the user when security is disabled?

You can do so by removing the user.

1. Gateway of Tally > Alt+F3 (Cmp Info) > Security Control > Security and User Access .

2. Select None option in the E-mail Id to give browser access field to remove the user.

18.

I want to provide remote access to the user when security is disabled in the company

Currently, the company can connect only for browser access when security is disabled and hence the user will have only browser access.

19.

Unable to find connect to Tally.NET services option when security is disabled in the company

Currently, the company can connect only for browser access when security is disabled, hence the option is unavailable when security is disabled.

20.

I want to change the e-mail Id of the user when security is disabled

To change the e-mail Id of the user when security is disabled:

1. Gateway of Tally > Alt+F3 (Cmp Info) > Security Control > Security and User Access .

2. Specify the new e-mail Id in the E-mail Id to give browser access field.

21.

When I try to connect company for browser access, it says none of the user with browser access is a valid tally.net user and doesn't connect. Why?

Only valid Tally.NET users with access to Tally.NET services can view reports in browser. So, if the company doesn't have at-least one user with these capabilities, no user will be able to use browser reports even if company is connected. Hence the company is not connected.

Once you press connect you will get a provision to enable Tally.NET services to the users which you can authorise. Post this you will be able to connect the company to browser and the user will be able to access browser reports.

22.

What to do when a failure message - validation or creation of Tally.NET users failed is displayed?

All the failure messages with cause and solution are listed here .

23.

I am getting a prompt to enter login details to authorise access to Tally.NET services for some e-mail ids. Which credentials should I enter?

You are getting the prompt since the users configured in the company for browser access, are not enabled with Tally.NET services. To enable them, login as account administrator of Tally.ERP 9 license used or with any other credentials that has rights to add users in the account.

24.

When I provide my login details to authorise access to Tally.NET services, a prompt is displayed that I do not have rights to add users?

To enable Tally.NET services to the users, you need to login with credentials having right to add users in the account. You can check if the security level associated with your login Id allows you to manage users by logging into Tally portal and navigating to Control Centre > User Management .

You can contact your account administrator to provide the access to add users.

25.

Users are getting access to Tally.NET services or are created as Tally.NET users automatically, where can I see these users?

Using the same credentials that you used to authorise and enable the users with Tally.NET services login to Tally portal and navigate to Control Centre > User Management .

26.

All my accounts are getting listed to choose for I login, in which account should I add the users? Also all my accounts are not listed, why?

Login credentials are provided in order to add and enable Tally.NET services for users, so that they will be able to access company reports in a browser. When you provide your credentials, if the credentials does not have rights to add users to the account of the license active in Tally.ERP 9, then system will display the list accounts where you have rights to add users.

In case you are associated with any other account, where you do not have rights to add users, then those accounts will not be listed.

27.

In 6.6.3, I cannot connect to browser if none of the browser users are valid Tally.NET users

Only valid Tally.NET users with access to Tally.NET services can view reports in browser. So, if the company doesn't have at-least one user with these capabilities, no user will be able to use browser reports even if company is connected. Hence the company is not connected.

Once you press connect you will get a provision to enable Tally.NET services to the users which you can authorise. Post this you will be able to connect the company to browser and the user will be able to access browser reports.

28.

In the field where e-mail id has to be given for browser access and in user list screen, a table with e-mail ids is shown, from where are these users getting populated?

To help in selecting the users to whom browser access can be given in your company, the users are populated from the account associated with the license active at the client. This will help in avoiding mistakes that may occurring while re-entering an e-mail Id. It also gives you the confidence that only the users from your account are given access.

29.

Whenever I press on connect, i get a prompt saying users are not enabled with Tally.NET services and I should authorise them. What to do if I do not want to authorise them and also not get the prompt again?

You can remove those users. To remove the users:

● Gateway of Tally > Alt+F3 (Cmp Info) > Security Control > Configure Security Control .

30.

Why can't I set use security control to No, in security control menu, when company is connected to Tally.NET services?

It is mandatory for security to be enabled when company is connected to Tally.NET services. Hence, when company is already connected to Tally.NET Services, one cannot disable the security from security control menu.

However you can disable the same in Company Alteration screen, in which case, the company will reload and is disconnected from Tally.NET Services.

31.

I have enabled the Security Control and provided Name of administrator and password while setting up browser connection. When do I use these credentials?

You will be asked to login using these credential whenever you load the company.

32.

When I provide an e-mail Id in Name of administrator and passwords, a message is shown to provide a different Id as it is already being used by administrator?

You cannot give the same e-mail Id given in the field E-mail ID to give browser access as a user again, since this ID is already present.

33.

How do I provide remote access to the admin e-mail Id (E-mail ID to give browser access), when security is enabled?

Currently, the e-mail Id has only browser access. To enable remote access:

1. Gateway of Tally > Alt+F3 > Security Control > Security and User Access .

2. Remove the user by selecting None in the E-mail ID to give browser access field.

3. Now go to Users and Passwords in Security Control and select a Tally.NET security level, enter the eemail Id and enable remote access.

34.

Why is the Browser and TNS connect flow different?

Browser access being a new subject and with users facing onboarding issues, we have provided a new experience that can ease the browser connection setup. Connecting to TNS can be for either Remote or Sync and for Sync, company doesn’t require any users to be present. So, we haven no created any onboard steps for remote.

1.

Which are the recommended browsers to view Tally.ERP 9 reports in browser?

Use any of the browsers: Google Chrome, Mozilla Firefox, Edge Chromium, Opera, Safari on MacOS, Safari on iOS. Any other browser might not give a great experience with Tally.ERP 9 reports.

The recommendation is to use the latest version of the browsers.

2.

Can I get Tally.ERP 9 reports in different languages when viewing in browser?

No, currently English language is supported. When other languages are supported, it will be communicated. However, when your Tally.ERP 9's display language is changed to other than English, the reports generated are also in that language both locally and in browser. Note that all languages other than English are not fully translated, hence the names of some fields will not be in the selected language and also depending on your OS settings some indic language characters will not be displayed.

Therefore, it is recommended to use only English language until further communication about language support.

3.

Can I view reports of Group Company in a browser?

No, in a browser you can only view reports of a single company.

4.

While viewing reports in browser, can I configure the details?

No. In browsers, you can view the default report formats of Tally.ERP 9 along with a few persistent configurations you set in the client.

5.

Can I Export/Print/e-mail reports or invoice from browser?

When viewing reports in browser, you can download reports or invoices in PDF and Excel format. This can be printed or shared as is.

6.

What is the page size of the report or voucher PDF file that is downloaded from the browser?

When you download a PDF file from the browser, the default page size is A4.

7.

Can I edit vouchers in a browser?

No, currently you can only view and download vouchers in a browser.

8.

Will shortcut keys of Tally.ERP 9 work in the browser?

No. Shortcut keys of Tally.ERP 9 will not work in the browser, as it is designed for use on browsers.

9.

Why is the date format in browsers different from that in Tally.ERP 9?

The date formats in browsers depend on the date format of the device where you view the reports.

10.

Why do I see a report in condensed mode on mobile while it is in detailed mode on desktop?

In mobile, it is easier to view the detailed information using drill-down rather than using a long scroll.

11.

Why am I not able to see Alias names of the masters in the selection list?

Currently, Alias names of the masters are not provided in the master selection list. When it gets added, the same will be communicated.

12.

What is the maximum report size that can be fetched from Tally.ERP 9?

The report fetched from Tally.ERP 9 to view in browsers can have up to 10,000 line items (approx.) and 5 columns.

13.

Why am I not able to drill down on the reports like 'Bills Receivables' and 'Bills Payables'?

Currently, drill down functionality is not provided for these reports. Alternatively, you can drill down from Ledger Outstandings if you want to see payables/receivables of a particular party.

14.

What is the importance of icon in the list of companies in browser?

If you want a company to always appear on the top of the list, click PIN icon.

15.

Can I view different reports in different tabs of a browser?

Yes, you can open a new tab and access a different report of the same or another connected company.

16.

My Tally.NET ID has access to reports of companies of two different Tally Serial Numbers. Can I simultaneously view reports of these companies in two windows of the same browser?

No. To view reports of these companies simultaneously you need to open the reports in different browsers.

17.

Can I use remote access and browser access at the same time using the same Tally.NET ID?

Yes, if you have access to both the services you can use it simultaneously.

18.

I was able to view reports in browser some time ago, but now I am not getting any response from browser?

Check whether the computer where the connected Company is open in Tally.ERP 9 has gone in to sleep/hibernate mode.

19.

After connecting the company in Tally.ERP  9, I locked the computer. Will others still be able to access reports in browser?

Yes, even after locking the computer, company is connected in the background.

20.

When I view Tally.ERP 9 reports in a browser a few actions are not responsive. What do I do?

You need to disable the pop-blocker in the browser settings.

21.

Why am I asked to login again and again?

You are repeatedly asked to login because cookies are disabled. You can enable in the browser settings.

22.

How do I remove offline companies from the List of Companies on Tally portal?

You can use the Remove from list option provided against the companies with connected status as offline to remove the company name from the list in the browser. Click here to know more.

23.

If company's connect name is changed and connected, previous connect name of the company continues show in the list as offline. How to remove the name from the list?

You can use the Remove from list option provided against the companies with connected status as offline to remove the company name from the list in the browser. Click here to know more.

24.

The table shown for selection of cost centers when I select Cost Center Break-up report in the browser doesn’t show name of cost category as it appears in the Tally.ERP 9? Why?

Currently, the browser reports design does not handle more than one column in a single table, hence only the cost center name is shown.

25.

Daybook in browser reports opens for last voucher date and not for current date as in Tally.ERP 9. Why?

In browser, to ensure that the user always gets to know the last entered vouchers, daybook opens for the last voucher date of the company. This also gives a view to the user on when did the last transaction happen. However, user can view daybook for other dates by changing date in the browser report.

26.

Will the excel downloaded in browser have colour format, similar to the ones set in Tally.ERP 9?

No. The exported file is formatted based on the default export settings. In Tally.ERP 9 the default setting for colour is No for excel format.

27.

What will the file extension for excel downloads in browser?

The excel file is downloaded in .xlsx format if MS Excel 2007 or later version is installed in the system where Tally.ERP 9 is running. It is downloaded in .xls format in case the MS Excel is of earlier version.

28.

Is it compulsory to have MS Excel in the system where Tally.ERP 9 is running in order to download reports and vouchers in browser in excel format?

Yes. The excel file is generated in the client and then exported to the browser for the user to download. Therefore it is compulsory to have MS Excel installed in the system where Tally.ERP 9 is running.

29.

I am unable to open the download excel file in the phone/computer. Why?

You need a software that can open excel files in order to view the file.

30.

When I download the report or voucher in excel format the amount is shown as ####. Why?

This happens when the value cannot fit into the width of the column. Expand the column width to view the value.