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Remote Access

Using Remote Access in Tally.ERP 9 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: ! Create Tally.NET User "Remote User# From $ate%ay o& Tally or Company 'n&o screen press Ctrl() Login As Remote Tally.NET User window appears

Enter the account administrator E*+ail ', and Pass%or- to login. To the Control Centre The Control Centre screen appears

Enter on user management option, screen as shown below.

Select the required Security Level from the Security Le.el displayed. Enter the E*+ail ', of the user to whom remote access is required Set the option Tally.Net user to yes By default, the Status is set to acti.e 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 (Registered mail id as Owner and the other users as Standard Users in the security level . Step: / ! Authorize Tally.NET User Go to $ate%ay o& Tally > press Alt(01 > Security Control 2 Users an- Pass%or-s The List o& Users &or Company screen appears: Enter the E*+ail ', of the user Set 3es to Allo% Remote Access

By default, Allo% Local T,Ls is set to No. Based on the requirement, set this option to 3es to allow the remote user to access/use local TDLs, if any. By default, Allo% S+S Access is set to No. Based on the requirement, set this option to 3es to allow the remote user to use SMS access, if any.

Again from security control screen enter on types of security Enter Tally net user > name of security level Tally net user > use basic facilities of Tally net user Allow to connect company > YES Use Tally net authentication > YES Press Ctrl+A for accepting the screen Again press Ctrl+A for accepting the Security levels for company screen.

Step: 1 ! Connect Company to Tally.NET Go to $ate%ay o& Tally > Press 04 or click 04: Connect

On successful connection, a Message Company connecte- success&ully is displayed in The Calculator panel as sho%n.

Step: 4 ! Remote Login Scenario : Educational mode Start Tally.ERP 9 at the remote location, The Startup screen appears Select Login as Remote Tally.NET User

Scenario /: Licensed mode The Company 'n&o menu appears, Select Login as Remote User

Note: In case the company is pre-loaded during startup, click 0 : Shut Company, select Login as Remote User from the Company 'n&o menu The Login As Remote Tally.NET User screen appears: o Enter your E*+ail ', in the 3our E*+ail ', field. o Enter the pass%or- in 3our Tally.NET Pass%or- field

Press Enter The Select Remote Company screen appears displaying the list of remote companies Available for remote user ! N ot e:

The com"anies authori#ed for the Tally.NET user$ %ut not connected to Tally.NET are &is"layed under Offline Companies] Select the required company from the List o& Remote Companies Press Enter The selected company is available to the remote user for access or audit depending on the Type of license The $ate%ay o& Tally screen displays +y Remote ', and +y Remote Login Time un-er Remote User ,etails. The Remote Serial num5er is displayed under the license block of the information panel.

Now you can enter and alter the data remotely.

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