Remote Access in Tally.ERP9 | How to use Remote Access in Tally.ERP9:

We have received many queries from our users asking us to to provide some tutorial on Remote Access in Tally.ERP9 | How to use Remote Access in Tally.ERP9. In this tutorial we will explain how to use Remote Access in Tally.ERP9. After Going through this article and video you will come know about use Use of Remote Access in Tally.ERP9).

Remote Access capability in Tally.ERP9 lets you access your business data even while you are away from your office (But for use of Remote Access you must take backup before use Remote Access Facility) Also on both system you need same release of Tally.ERP9

Earlier, getting as-it-happens picture of your business, and managing data from remote places, was a challange. However, Remote Access capability of Tally.ERP9 makes managing your business data and makes managing your business fast and convenient.

Remote Access in Tally.ERP9 from your Home

• Live business data where you need it, when you need it. Did you know that the Remote Access capability in Tally.ERP 9 lets you access your business data even while you are away from your office?
• Not too long ago, getting an as-it happens picture of your business, and managing data from remote places, was a challenge. However, Remote Access capability—with no location and time limit to access business data—makes managing your business fast and convenient.
• Wherever you are, all you need is a computer with Tally.ERP 9 installed!
• This is made possible by the Tally.NET framework 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.

Requirements to make use of the Remote Access feature in Tally.ERP 9

• You just need a Tally.NET subscription, a computer with Tally.ERP 9 and an Internet connection to make use of the Remote Access feature in Tally.ERP 9.
• You can even use the Educational version of Tally.ERP 9 for remote access.

How to Remote Access in Tally.ERP9 from your Home. 

There are few Stepswhich needs to be followed in order to enable Remote Access in Tally.ERP9. Lets follow below steps:

Step:1- Enable Security control in Tally Erp.9:

Go to ’Gateway of Tally > F3: Cmp Info > Alter> Use Security Control > Yes.

Give name of the administrator and password.

Step:2- Enable or Configure Remote Access feature in Tally.ERP 9:

Go to ’Gateway of Tally > F11: Features > F4:Tally.NET Features’

• Enter ‘Contact Person Name’ and ‘Contact Number’
• Set ‘Yes’ to ‘Allow to Connect Company’
• Set ‘Yes’ to both ‘Enable SMS Access’ and ‘SMS Company Name’
• Press ‘Ctrl+A’ to accept the screen

Step:3- Create Remote Users with Different Security Levels

You can use the E-mail ID and password that you have received at the time of registration to log in and create remote users as follows:
Go to ‘Gateway of Tally >F3: Cmp Info> Security Control> Types of Security> Tally.Net Owner

Under Security Control Go to Users and Passwords > Tally.Net Owner use your Email id which was given at the time of purchase of Tally. Enter ‘User’s E-mail ID’ in ‘Name of User’, select ‘Yes’ in ‘Allow Remote Access’

• Set ‘Yes’ or ‘No’ for ‘Allow Local TDL’ and ‘Allow SMS Access’ based on your requirements
• Press ‘Enter’ and accept the screen

Step:4- To Create Remote Users with different Security Levels

You can use the E-mail ID and password that you received at the time of registration to log in and create remote users as follows:

• Go to ‘Gateway of Tally >K: Control Centre’
• Enter ‘Your E-Mail ID’ and ‘Your Tally.NET Password’> Press ‘Enter’

• On the Control Centre screen, select ‘User Management’ and press ‘Enter’

• Select ‘Owner’ from the list of ‘Security Level
• Enter the required E-mail ID in ‘Tally.NET ID’ and set ‘Yes’ to ‘Tally.NET User’
• Set ‘Status’ to ‘Active’ or set as per your requirement

Step:5-Connecting Company:
To connect the company and making it accessible for remote users Go to ‘Gateway of Tally’ > F4: Connect Company.

Once Connected under list of selected companies ( c) will appear and in calculator filed at the bottom of the window below message will appear

Step:6- Login as Remote User After connecting the company
You can log in from a remote location using the steps given below:

• Open Tally.ERP 9 > On the ‘Company Info.’ Screen, select ‘Login as Remote User’
• Enter ‘Tally.NET User ID’ and ‘Tally.NET Password’, press ‘Enter’.
• On the ‘List of Remote Companies’ screen, select the required company listed under ‘Online Companies’ and press ‘Alt+O’ to open or access company’s data.

You can See here under list of Online Remote Companies Studycafe is coming. Which we have just recently created.

Tally.ERP 9 offers a seamless experience during remote access with no perceptible lag time. This makes users feel as if the office computer is right in front of them. Now, with enhanced access to their business data, business owners can save time and money and focus more on managing their business.