Remote-access Guide

tally remote access in mobile

by Mr. Tavares Shanahan PhD Published 2 years ago Updated 1 year ago
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Different Ways to Remotely Access Tally

  1. Virtual Access. Tally has recently opened new and simpler avenues for remotely accessing data with the help of virtualization tools like RDP, Citrix, and Cloud.
  2. Mobile Application. Out of all the ways to remotely access Tally Data, the Tally on Mobile Application is the quickest time-saving method.
  3. Built-in Tally.ERP 9 Remote Access. ...
  4. Browsers. ...

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Log in to Tally. ERP 9 from anywhere
  1. Go to Company Info. > Login as Remote User , if you are using a licensed version of Tally. ...
  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.

Full Answer

Can I use tally from a remote location?

Using this, it is possible to securely access Tally from anywhere to record new transactions, or simply view reports whilst working from a client’s office or any other remote location. At the remote location, an educational mode Tally installation along with a decent internet connection is all that is needed.

What is tally on mobile?

“Tally on Mobile” brings real time information that is securely synced with your Tally Prime installation. Multiple Reports, dashboard and graphs allows you to make decisions in the office, at meetings or out on the road. Smart application design ensures that mobile internet data usage is only on a need basis.

How to allow accountants and auditors remote access to tally?

Similarly, you can allow your accountants or auditor who have their Tally.NET IDs to log in remotely. 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.

What is access tally Prime?

Access Tally Prime real time data with data entry feature on Android / iOS device and keep an eye on your bussiness growth without having total dependency on your accounts team.

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Can we access Tally in Mobile?

Tally on Cloud facilitates your tally account to be used from multiple locations with one Tally license and gives you the flexibility of accessing from any device including PC, Laptops, iPads, and Android/ iOS mobile as well.

How can I access Tally Prime from mobile?

Connect Company to Tally.NET services.Create Tally.NET IDs.Allow users to access your company remotely.Create Security Levels to provide limited access to your company.Enable/Disable remote access for your Company.Disconnect Company.Connectivity Status report in TallyPrime.

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.

How can I use Tally remotely?

Log in to Tally. ERP 9 from anywhereGo to Company Info. > Login as Remote User , if you are using a licensed version of Tally. ... Enter your Tally.NET ID and password.Select the required remote company. On successful authentication, the remote user details are displayed in the Gateway of Tally screen.

How can I see Tally reports in 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 can I use Tally in different location?

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 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.

How can I access Tally from Google Drive?

Steps : Configuring Google Drive Account on your Tally on Cloud Server.Enter Password for the same Google drive account, Click on "Next".Click on "Allow" Button.

How can I download Tally Prime app?

Download and Install TallyPrimeDouble-click setup.exe.Double-click Install New.Configure Application Path, if needed. By default, the application will be installed at C:Program FilesTallyPrime. ... Click Install. The application gets installed, and the following window opens.Click Start TallyPrime to launch TallyPrime.

Can we use Tally prime in tablet?

Yes, Tally ERP can be easily used in Android Mobile Via.

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.

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.

What are the advantages of using Tally on mobile?

Advantages of using a Tally account on mobile? The prime and the most important benefit of using Tally account on mobile is the flexibility and the accessibility of using and storing Tally data from any location. It is as effective as it would’ve been in PC as far as usage is concerned.

Can you use Tally on mobile?

Well, any version of Tally can be used on mobile effectively by the use of Tally on Cloud. Tally on Cloud is where cloud technology steps into power Tally accounting software from remote locations and without any extra hardware or on-premise requirements. Tally on Cloud facilitates your tally account to be used from multiple locations ...

Is Tally ERP 9 on cloud?

Therefore, it becomes of utmost efficiency to use Tally ERP 9 accounting software on Cloud. You can get the best tally on cloud offers by Tallystack at effective prices. So, what is your business waiting for an offer, browse through Tallystack’s wide range of Tally on Cloud plans, and pick your best choice.

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.

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.

Can you download reports on mobile?

User can not download any reports in mobile.

Can you view data of a single company in multiple devices?

User can view data of single company in multiple devices. One can register any number of devices under one Tally License Serial number by paying additional charges.

How to sync Tally Prime?

Install desktop sync application where you run Tally Prime. Create new account and add companies you want to sync

Can you enter transactions on Tally?

No. User cannot make or enter any transaction using this application. User will only able to see the reports and charts of their Tally data in mobile.

Does Biz Analyst store user ID?

If you’ve ever been worried about prying eyes accessing sensitive information, you can rest easy. Biz Analyst DOES NOT store any information apart from your user id. All the data that we pull out comes straight from your servers. Your Tallynet installation already has built-in security features such as encrypted data transfer which Biz Analyst also uses. What’s more with your single-user TallyNet id, you can set different levels of access to multiple user categories, ensuring the mobile user accesses only information relevant to your needs.

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