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ly Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly
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© Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

Dec 14, 2015

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Page 1: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved

Experience Data Accessibility On The Fly

Page 2: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved

Get Information Everywhere

Page 3: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved

Configure SMSConfigure Remote

Release 2.0 Beta Build 290

Page 4: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 4

Configuring SMS

• Three step process• Register Mobile Number

• Enable SMS

• Enable Users

• Connect Company

• Change Suffix ID

Page 5: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 5

Register Mobile Number

Click here or press Ctrl+K Enter Tally.NET User ID &

password of the respective user

Select My Profile or press Alt+P

Enter details of Contact Person & Valid Mobile Number

Page 6: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 6

Enable SMS

Click here or press F11

Select Tally.NET

Enable SMS & Provide Short Company Name

Page 7: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 7

Enable Users

Click here or Press Alt+F3

Click here or press E

Click here or Press U Select Tally.NET User

Enter user’s e-mail idEnable User to SMSAccept to save

the settings

Page 8: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 8

Connect CompanyGateway of Tally > F4: Connect

Company Connected Successfully

Page 9: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 9

Change Suffix ID

Click here or press L

Enter the User’s Email ID and password as shown

Company Suffix ID

Click here or press Alt+C

Enter 1 as the new Suffix

Changed company Suffix ID

Page 10: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved

Work from Anywhere – The Complete Solution

Release 2.0 Beta Build 290

Page 11: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 11

Setup for Remote AccessAt Office

1. Enable Security Features

2. Configure Tally.NET

3. Authorize Remote Users

4. Connect Company to Tally.NET

At Remote Location

1. Start Tally.ERP 9 in License or Education Mode

2. Login as Remote User

3. Select the required Company from the List of Online Companies

Page 12: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 12

At Office1. Enable Security Features in the Company that needs to be accessed Remotely

Click F3: Comp Info. or Press Alt+F3

Click Alter

Enable Security Control to use Tally.NET / Remote services

Page 13: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 13

2. Configure Tally.NET Features for the Company that needs to be accessed Remotely

Press F11: Features > F4: Tally.NET Features

At Office

Enter required contact details as shown

Enable Allow to Connect Company in order to connect the company to Tally.NET.Enable Connect on Load in order to connect the Company to Tally.NET on loading the data.

Page 14: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 14

At Office3. Authorise Remote Users

Go to Gateway of Tally > Alt+F3 > Security Control > Users and Passwords

Select Tally.NET User

Enter user’s email idEnable Allow Remote Access

Accept to save the settings

Page 15: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 15

At Office4. Connect Company to Tally.NET

Go to Gateway of Tally > F4: Connect Company

Company Connected Successfully

Page 16: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 16

Remote Access from Tally.ERP 9 (Educational)Start Tally.ERP 9 in Education Mode

Click to Login as Remote User

Or

Click to Login as Remote User

Enter user’s email id and password as shown

Select the required company and press Enter

Page 17: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 17

The Complete Remote

•Create Master

•Record/Alter Transactions

• View Reports

From anywhere

Page 18: © Tally Solutions Pvt. Ltd. All Rights Reserved Experience Data Accessibility On The Fly.

© Tally Solutions Pvt. Ltd. All Rights Reserved 18

Enjoy the Experience of Accessing Data on the Fly