Remote Access in Tally.

ERP 9

Using Remote Access in Tally.ERP 9

Tally.NET is a default feature available in the product and provides a host of capabilities, such as Unlimited Remote Access, Unlimited Data Synchronization, Manage Sites/Users through Control Centre, Online help and support from within
Tally or the browser, Support Centre to post your product related queries and get solution to the queries raised, and upcoming features like Remote Edit and SMS Services.

The user in order to access Tally.ERP 9 remotely needs to perform the following steps:

Create Tally.NET User

Authorize Tally.NET User
Connect Company to Tally.NET
Remote Login

The following are the steps in detail:

Ensure that the Security Control is enabled in the Company Creation/Alteration screen.

Step: 1 – Create Tally.NET User (Remote User)

From Gateway of Tally or Company Info screen press Ctrl + K

Login As Remote Tally.NET User window appears
Enter the account administrator E-Mail ID and Password to login.to the Control Centre
The Control Centre screen appears
Select My Tally.NET Accounts and press Enter

The My Tally.NET Accounts screen appears as shown:

 Select the required Account ID and press Enter

The Control Centre screen for the selected Account ID appears

Select User Management

 Select the required Security Level from the Security Level displayed.
Enter the E-Mail ID of the user to whom remote access is required
Set the option Tally.Net user to Yes
By default, the Status is set to Active

Note:

You can set the Status to In-active for the existing users
Only one active Tally.NET is allowed for Single User edition and a Maximum of ten active Tally.NET users are allowed for a Multi User edition.

Step: 2 – Authorize Tally.NET User

Go to Gateway of Tally > press Alt+F3 > Security Control > Users and Passwords
The List of Users for Company screen appears:
Enter the E-Mail ID of the user
Set Yes to Allow Remote Access
By default, Allow Local TDLs is set to No. Based on the requirement, set this option to Yes to allow the remote user to access/use local TDLs, if any.
Enter the Mobile Number of the remote user.
Step: 3 – Connect Company to Tally.NET

Go to Gateway of Tally > Press F4 or click F4:Connect

On successful connection, a message Company connected successfully is displayed in the Calculator Pane as shown.
Step: 4 – Remote Login

Scenario 1: Educational mode

Start Tally.ERP 9 at the remote location

The Startup screen appears

Select Login as Remote Tally.NET User

Scenario 2: Licensed mode

The Company Info menu appears

Select Login as Remote User

Note: In case the company is pre-loaded during startup, click F1: Shut Company, select Login as Remote User from the Company Info menu

The Login As Remote Tally.NET User screen appears:

Enter your E-Mail ID in the Your E-Mail ID field.

Enter the password in Your Tally.NET Password field
 Press Enter
The Select Remote Company screen appears displaying the list of remote companies available for remote user

[Note: The companies authorized for the Tally.NET user but not connected to Tally.NET are displayed under Offline Companies]

Select the required company from the List of Remote Companies

Press Enter
The selected company is available to the remote user for access or audit depending on the type of license
The Gateway of Tally screen displays My Remote ID and My Remote Login Time under Remote User Details. The Remote Serial number is displayed under the license block of the information panel.