https://help.tallysolutions.com/docs/te9rel66/TSS/use-tallyerp9-remotely.htm

Use Tally.ERP 9 Remotely

Related Topics

FAQ

Exceptions and Resolutions

Creating Tally.NET User

Renew TSS

You can securely access your Tally.ERP 9 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 Tally.ERP 9 installation, and an internet connection. In your office you need to have a valid Tally.ERP 9 license, an active TSS, an internet connection, and your company connected to Tally.NET services. Server and remote systems must have the same release of Tally ERP 9.


Anywhere, Any Tally.ERP 9 Installation : You can access your Tally.ERP 9 companies from anywhere using even a Tally.ERP 9 in Educational Mode, and an internet connection. When your 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 will ensure availability of the latest details at that moment.

Security and Control : You have complete control on who can access your companies, and which features are available to the user. Further, your data will always be in your computer. Whenever a user connects to your company, based on the access permissions you have provided, the user can access the required features. If your employee is at a client's place and want to print an invoice or purchase order placed by the client, it can be done. However, the employee will not view your financial reports unless you have given the permission. If you want to check your financial reports when you are away from your office, you can use any computer with a Tally.ERP 9 installation and view the reports.

Record or Alter Vouchers : The user with the required permissions can create or alter vouchers. If you or your employee meets a supplier, and strike a favourable deal, a purchase order can be raised immediately from your Tally.ERP 9 company.

Audit Accounts : You can allow your auditor to do verification of your books using remote access. For this, you just need to allow remote access to your company for the auditor's Tally.NET ID. Like you or your employees logging in to the company, auditor also can log in and do the work.

Print Reports and Vouchers : Users can open a voucher or report, and print it at the remote location. When your employee is at a client's place to collect receivables, after collection a receipt can be recorded and a voucher can printed for the client.

Easy Setups : Connect your company, and allow users to access your company from anywhere. Note that only users with valid Tally.NET IDs are allowed to access your company remotely. Your account ID (e-mail ID used to activate your license) is a valid Tally.NET ID. You can create Tally.NET IDs for users who need to log in to Tally.ERP 9 remotely, allow access to these IDs. Similarly, you can allow your accountants or auditor who have their Tally.NET IDs to log in remotely.

On this page

Get Started with Remote Access

Manage Access Rights of Users

Manage Company for Remote Access

Get Started with Remote Access

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.

In this section

Connect Company to Tally.NET services

View Tally.ERP 9 reports from anywhere using browser

Connect Company to Tally.NET services

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 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.

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 .

o Provide the administrator details. This login credential is for the company data.

2. Provide report access to Tally.NET users.

a. Click Yes to add Tally.NET users and allow remote access.

b. Select the Security Level as Tally.NET Owner . Click here to know more about creating Security Levels.

c. In Username/Tally.NET ID , enter a valid Tally.NET ID for which you want to give access.

Note: You can check for valid Tally.NET IDs on the Tally portal , by logging in with account administrator's e-mail ID. You can also create more Tally.NET IDs, if needed. Click here to know more about creating Tally.NET IDs.

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

Authorised users can log on to the Tally portal, and use the connected company.

Log in to Tally.ERP 9 from anywhere

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.
If you are using Educational Mode in the remote location, start Tally.ERP 9 > in the Startup screen, select Login as Remote Tally.NET User .

Note: In case the company is loaded during startup, click F1: Shut Company . Then, select Company Info. > Login as Remote User .

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. The Remote Serial number is displayed in the License section of the information panel.

The selected company is available for use based on the access rights given to you.

Once a remote session is created in the Tally.NET server, a unique identification number is assigned to it, and the session remains valid till the user logs out. A remote user can access only one company data at a time.

Manage Access Rights of Users

You can add many Tally.NET users, and allow them to access Tally.ERP 9 companies remotely. You can also decide who can access which feature.

In this section

Create Tally.NET IDs

Allow users to access your company remotely

Create Security Levels to provide limited access to your company

Create Tally.NET IDs

You can create Tally.NET IDs directly on the Tally portal. Alternatively, you can create using Control Centre in Tally.ERP 9. Click here to know more about creating Tally.NET users.

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.

Allow users to access your company remotely

You can allow many users to access your company remotely. Based on your Tally.ERP 9 edition , number of concurrent users will vary.

1. Go to Gateway of Tally > F3 : Cmp Info > Security Control > Users and Passwords .

2. Select the Security Level as Tally.NET Owner , Tally.NET User , or Tally.NET Auditor . You can also create Security Levels, if needed. Click here to know more about creating security levels.

3. In Username/Tally.NET ID , enter the required Tally.NET ID.

4. Set the option Allow Remote Access to Yes , and accept.

5. Set the option Allow Local TDL to Yes to allow the remote user to access local TDLs.

In case you need to disallow remote access for this company for a user, set Allow Remote Access to No .

These users can access your company remotely, whenever the companies are connected.

Create Security Levels to provide limited access to your company

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. Click here to know more about creating security levels.

Add Tally.NET IDs under this Security Level to allow these users to access your company. Click here to know more about allowing users to access your company 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.

Manage Company for Remote Access

You have complete control and flexibility on the company setting for remote access, including when the access is needed.

Enable/Disable remote access for your Company

Disconnect Company

Connect/Disconnect multiple companies

Connectivity Status report in Tally.ERP 9

Enable/Disable remote access for your Company

You can enable or disable remote access to your company as per your needs.

Go to F11: Features > F4: TSS Features to check your settings. If you have already enabled remote access, you will see that Connect to Tally.NET Services is set to Yes .

If you need to disable remote access, set the option to No .

Disconnect Company

When there is no need for users to access your company remotely, you can disconnect the company.

Click F4: Disconnect .

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

Connect/Disconnect multiple companies

When you have more than one company open in Tally.ERP 9, you can connect any or all of these companies at once. Ensure that the companies have security enabled and Tally.NET IDs are added to give access to your companies remotely before using multiple company connect functionality. You need to have internet connection on the computer where Tally.ERP 9 is installed.

1. Open all the required companies.

2. Click F4: Connect .

3. In the Connect Companies screen, select the companies one by one.

4. Press Enter to connect. You can see the connection success message for each company in the calculator panel.

When multiple companies are connected, you can disconnect many connected companies at once.

Press Alt+F4 to disconnect the companies.

In the Disconnect Companies screen, select the companies to disconnect and accept.

Connectivity Status report in Tally.ERP 9

This report gives you details of all the companies connected for Browser Access and Tally.NET Services. This report is active when at least one company is connected.

1. Go to Gateway of Tally > F3 : Cmp Info .

2. Select 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.