Tally.net_ 14

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Lesson 14: Tally.NET and Remote Capabilities
Lesson Objectives
On completion of this lesson, you will learn how to
Configure Tally.NET Features

Connect Company on Tally.NET
Create and Authorise Remote Users
Access Company data Remotely
14.1 Overview of Tally.NET

Tally.NET is an enabling framework which establishes a connection through which the remote
user can access the Client's data without copying / transferring the data. In other words, the
remote user can access the company data, provided the Company is open and connected on
Tally.NET.
Using Tally.NET features, the user can create remote users (ids), authorize & authenticate them
for accessing the connected (available) companies. The remote users can be mapped to a partic-
ular user and assigned security controls based upon their security levels (viz., Tax Auditor /
Administrator, Standard User etc.). The remote user can further create sub-ids under him to
assign tasks based on their security levels.
The user making the company available and a person accessing the data behave as clients to
Tally.NET, thereby rendering a secure exchange system.
Tally.NET Features
Tally.NET is a default feature available in the product and provides the following host of capabili-
ties.
Connect companies from Tally.ERP 9
Create and maintain Remote Users
Synchronization of data (via Tally.NET)
395
Tally.NET and Remote Capabilities
Remote access of data by authorised Remote User(s)

Use online help and support from Tally or the browser
Use Control Centre for centralised Account Management
Remote availability of Auditors' Edition of Tally License
As discussed above, Tally.NET is enabled in Tally.ERP 9 but however, certain configurations are
required to be setup for enabling Company data to get connected. Follow the steps given below :
1. Configuring Tally.NET features
2. Creating and Authorising Remote Users
14.2 Configure Tally.NET Features

To configure Tally.NET follow the steps shown:
Go to Gateway of Tally > F11: Features > F4: Tally.NET Features
The Tally.NET Features screen appears.
In the Registration Details section:
In the Connect Name field provide a specific name with which the company is dis-
played on Tally.NET servers.
Provide the name of the contact person in the field Contact Person Name.
Provide the Mobile/Telephone numbers of contact person in the field Contact Number
The name of the contact person and the contact number are published alongwith Com-
pany Name, Account ID and Serial Number in the List of Companies screen.
In the Connect for Remote Access section,
Allow to Connect Company is set to Yes, in case you want the company to be con-
nected for remote access.
Contact on Load is set to Yes, when you want the company to be connected for
remote access on loading.
Press Enter to accept.
The completed Tally.NET Features screen is displayed as shown:
396
Figure 14.1 Tally.NET Features
Accept to save the Configurations
You must set Security Controls to Yes while creating/altering a com-

pany, in order to enable Tally.NET in Tally.ERP 9.
14.3 Connect Company on Tally.NET

To connect the company on Tally.NET,
Go to Gateway of Tally > press F4: Connect.
397
Figure 14.2 Connected to Tally.NET
A message Company connected successfully is displayed in the Calculator panel. In the same
way to disconnect a Company from Tally.NET,
Go to Gateway of Tally,
Press F4: Disconnect
398
Figure 14.3 Disconnected from Tally.NET
A message Company disconnected successfully is displayed in the calculator panel.
14.4 Create Remote Users

Tally.ERP 9 allows you to connect from a remote location and access your data. The Remote
users are broadly classified into two security levels, namely:
Tally.NET User: can access data from a remote location.
Tally.NET Auditor: can audit data from a remote location, subject to using Auditor’s Edition
of Tally.ERP 9.
To create the remote users:

Go to Gateway of Tally
Click K: Control Centre or press Ctrl + K.
The Login as Remote Tally.NET User screen is displayed.
399
Enter the required Account ID in the Your E-Mail ID field and Password in Your Tally.NET
Password field. The password is sent by e-mail separately to the email address provided
while activating Tally.ERP 9.
Figure 14.4 Login as Tally.NET User
Press Enter
The Control Centre screen appears as shown:
Figure 14.5 Control Centre
Select My Tally.NET Accounts, the My Tally.NET Accounts screen appears
400
Figure 14.6 List of Tally.NET Users
Select the required Account ID and press Enter.

The Control Centre for the selected Account ID screen appears
To view User Management screen, select User Management and press Enter
To create Remote Users, execute the following steps:

Select Standard User from the list of Security Level.
Enter user@tallysolutions.com in the Tally.NET ID field and press Enter.
Set Yes to Tally.NET User in case you want this user to access data remotely
Based on your requirement, select the required status from the list of Status.
Similarly you can create the required Tally.NET User.
401
Figure 14.7 User Management
Accept to save the new Tally.NET User that has been created
The company’s system administrator should authorise the Tally.NET

User ID and connect to Tally.NET and allow remote access.
A brief write-up about each feature of the Control Centre is discussed
under the section Features of the Control Centre
14.5 Authorise Remote Users

Once the Company is registered and connected, the system administrator can authorise users
created under Tally.NET User security level to access by logging in from a remote location. To
authorise the remote users to login follow the steps shown:
Authorise Remote User

Go to Gateway of Tally > Press Alt + F3
The Company Info. menu appears
Select Security Control > Users and Password
402
The List of Users for Companies screen is displayed as shown.
Figure 14.8 List of Users for Company
Select Tally.NET User from the list of Security List.

Enter user@tallysolutions.com in Name of User field.
Set Allow Remote Access to Yes, in order to allow Tally.NET User created earlier to
access data from a remote location
Set Allow Local TDLs to No so that the local TDL available in the remote users machine
will not be loaded.
Enter 9980699332 in Mobile Number field.
Select End of List.
403
Figure 14.9 Creation of Users
Accept to Authorise the Tally.NET User.
14.6 Remote Access

Tally.ERP 9 provides remote capabilities to access the data from anywhere. The account admin-
istrator can create user id’s, authorise and authenticate them to access data remotely.
The Remote users created under the security level Tally.NET Auditor or Tally.NET User can
login, audit and access data from a remote location using another instance of Tally.ERP 9 running
in Licensed or Educational mode.
The data is transferred between the remote location and the server is transferred using a secured
mechanism called encryption.
14.6.1 Login as Remote User

Start Tally.ERP 9 at the remote location
In the Company Info screen

Select Login as Remote User or
Select Login as Remote Tally.NET User in the Startup screen.
404
Figure 14.10 Login as Remote Tally.NET User
Press Enter, the Login As Remote Tally.NET User screen is displayed.

Enter your email address in the Your Email ID field.
Enter the password in Your Tally.NET Password and Press Enter.
The Select Remote Company screen is displayed, showing the list of remote companies
accessible by the remote user.
405
Figure 14.11 List of Remote Companies
Select the required company and press Alt+O or click O:Open or press Enter.
The Gateway of Tally for the selected company appears displaying the Remote User
Details
In the Select Remote Company screen, the companies that are Offline
does not appear against the Company Name when the company is
connected to Tally.NET Servers.
406
Figure 14.12 Remote Company
To view or print the reports select the required options available.
407
Points to Remember
Tally.NET allows to access Company data Remotely
408

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Lesson 14: Tally.NET and Remote Capabilities

Configure Tally.NET Features

14.1 Overview of Tally.NET

Remote access of data by authorised Remote User(s)

14.2 Configure Tally.NET Features

The completed Tally.NET Features screen is displayed as shown:

Figure 14.1 Tally.NET Features

Accept to save the Configurations

You must set Security Controls to Yes while creating/altering a com-

14.3 Connect Company on Tally.NET

Figure 14.2 Connected to Tally.NET

Figure 14.3 Disconnected from Tally.NET

A message Company disconnected successfully is displayed in the calculator panel.

14.4 Create Remote Users

To create the remote users:

Figure 14.4 Login as Tally.NET User

Figure 14.5 Control Centre

Select My Tally.NET Accounts, the My Tally.NET Accounts screen appears

Figure 14.6 List of Tally.NET Users

Select the required Account ID and press Enter.

To create Remote Users, execute the following steps:

Figure 14.7 User Management

The company’s system administrator should authorise the Tally.NET

14.5 Authorise Remote Users

Authorise Remote User

The List of Users for Companies screen is displayed as shown.

Figure 14.8 List of Users for Company

Select Tally.NET User from the list of Security List.

Figure 14.9 Creation of Users

Accept to Authorise the Tally.NET User.

14.6 Remote Access

14.6.1 Login as Remote User

In the Company Info screen

Figure 14.10 Login as Remote Tally.NET User

Press Enter, the Login As Remote Tally.NET User screen is displayed.

Figure 14.11 List of Remote Companies

Figure 14.12 Remote Company

To view or print the reports select the required options available.

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