Tally has been at the helm of accounting and continues to be so as long as it keeps updating its software to match the latest technology. It has time and again given us new methods to access Tally online. We are here to discuss five of the most effective ways to access Tally.ERP remotely. Remote access has quite a few benefits, starting with increased productivity. Being able to view a report, carry out transactions, as well as audit documents from anywhere, makes things easier. But rather than taking our word for it, why not judge the benefits of Tally Remote Access for yourself?
The administrator/owner has complete access to the Tally data, and that person can give remote access to Tally.Net users. Depending on the type of License, the owner can grant access to n number of Tally.Net users. While those using traditional Tally.ERP remote access with a single-user license can only provide remote access for one person at a time. In the case of a multi-user license, ten users can remotely access data at a time.
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. This move was a long time coming. In their defence, most of the Tally users operated from a standalone computer or used multiple computers connected via LAN. But with virtualization on the rise, Tally has come up with Tally Virtual Access. It is for the clients who want to access Tally data from the Cloud and virtual environments.
The Tally.ERP 9 software can be used virtually with the help of TVU, Tally Virtual User Pack. With the TVU pack, an organization with multiple branches can now operate through a single license. For information on how to use TVU, visit the Tally official website.
This method will prove easier for people who have already used virtualization tools. Customers with single-user licence (Silver license) get 1 TVU pack free, multiple-user license (Golden license) get 10 TVU packs, while customers with Tally.Server licenses are entitled to 20 TVUs.
2. Mobile Application
Out of all the ways to remotely access Tally Data, the Tally on Mobile Application is the quickest time-saving method. While there are many options for you to choose from, you’ll have to pay an additional amount for mobile applications. The pros of the apps do outweigh the costs. You can access it without a laptop or computer as well as gain offline access with a user-friendly interface. Some of these apps follow the traditional Tally format, while others provide a clean and appealing interface, which is represented in the reports.
Here is one such Tally Mobile App Biz Analyst.
3. Built-in Tally.ERP 9 Remote Access
Tally’s in-built remote access system has been in use for quite a lot of time. It allows Tally users to connect securely from a remote location. Often salesperson and company employees have to make personal visits to their clients, during which they might need to complete a transaction. In situations like these, they could save time with remote access. They can also update the transaction details and provide the clients with a receipt for the same.
Requirements for Remote Access
- Installed Tally.ERP software
- Valid Tally.Net ID and password
- Permission for remote access
We’ll consider an example;
- Point A: Local users at the head office.
- Point B: User at a client location.
- Point C: User at a branch office.
- Point D: User at another branch office.
For Point C to connect to Tally.ERP software at Point A, they need to access the Tally.Net Servers, for which the users at a branch office needs to be granted permission by allowing remote access. Once the user at Point C has been permitted remote access, the user can log in through Tally.ERP software installed on their end. The users at point B and D have to fulfil the same set of requirements.
Tally’s ERP 9 6.6 release has provided users with a great tool. Tally reports browser access allows users to view reports through a web browser, from any device phone, laptop, and tablets, provided that you have an updated browser and a decent internet connection. With this method, users can have access to Balance Sheet, Cash Flow, Profit & Loss A/c, Purchase Orders, and all the other Tally reports.
- To set up Tally Reports Browser Access, you’ll have to configure and update to Tally.ERP 9 6.6 or the latest tally release.
- You can grant a Tally.Net user ID browser access by adding the ID through Tally’s control centre.
- Once you set it up, you can use the ID to login to www.tallysolutions.com through any device.
- After logging in, you’ll be able to view any report and download it as a PDF or excel file. You can also provide remote access to others, setting it up in a similar way.
5. Remote Access Software
Although software like TeamViewer provides remote access, they fall short in one aspect. Only one person can use the ERP software and its data at a given time. Now, this might be great for a single update but not a good option for handling large amounts of data. But, these desktop control software have their benefits. Gaining remote access using these tools is simpler compared to other methods on this list. We have listed two software with which you can easily access Tally remotely.