Tally.NET Feature in Tally.ERP 9

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Tally.NET Feature in Tally.ERP 9

 Tally.NET Feature in Tally.ERP 9

 
Tally.ERP 9 provides a new capability Tally.NET which is available by default. Tally.NET is a framework which works in the 
 
background and provides a broad range of services using the Internet.
 
Using Tally.NET the user can access the company’s data from a remote location using another instance of Tally.ERP 9; 
 
similarly a practicing Chartered Accountant working with Tally.ERP 9 Auditor’s License can scrutinize the client’s Tally.ERP 
 
9 data remotely from the office.  
 
At the client’s place the system administrator has to create remote users with the permission to access or audit data from a 
 
remote location and assign controls based on their security level for the required company only.  The remote user accessing 
 
the company data acts as clients to Tally.NET.
 
Features of Tally.NET
 
Tally.NET is a default feature available in the product and provides a host of capabilities. Following is a list of 
 
capabilities available in  Tally.ERP 9.
 
Connect companies from Tally.ERP 9.
 
Create and maintain Remote Users.
 
Remote availability of Auditors’ Edition of Tally.ERP 9 License.
 
Synchronization of data (via Tally.NET).
 
Remote access of data by any user (including BAP users).
 
Use online help and support capability from within Tally or the browser.
 
Support Centre to get instant access for support on functional and technical areas related to the product.
 
Control Centre to manage and centrally configure sites across locations.
 
To know more about the set-up and accessing data from a remote location click on one of the corresponding links below:
 
 
Configuring Tally.NET features
 
Create Remote Users
 
Authorise Remote Users
 
Remote Login
 
It is now possible to setup & configure Tally.NET from a single screen. To know more on how to setup Tally.NET from a single 
 
screen click Tally.NET Quick Setup.
 
Configuring Tally.NET Features
 
To Configure Tally.NET Features in Tally.ERP 9, execute the following steps:
 
Go to Gateway of Tally > F11: Features > F4: Tally.NET Features
 
The Tally.NET Features screen appears
 
In the Registration Details section
Connect Name: The user can enter a Connect Name for the Company to be connected as per his requirements or retain the company 
 
name mentioned in the Company Master.
 
Contact Person Name: Specify the Name of the Contact Person
 
Contact Number: Specify the Contact Number
 
In the Connect for Remote Access
Allow to Connect Company: Set this option to Yes, when the user needs to establish a connection with the Tally.NET server.
 
Connect on Load: Set this option to Yes, when the user requires the company to be connected to Tally.NET server on loading 
 
the data.
 
Note: It is mandatory to enable Security Controls in the Company Creation master for Tally.NET features to be available in 
 
Tally. Incase the Security Controls feature is not enabled, go to Company Alteration (Alt+F3) screen and enable the same for 
 
proceeding further.
 
Creating Remote Users
 
Users classified under the security level Tally.NET User and Tally.NET Auditor should be created individually by the system 
 
administrator from Tally.ERP 9 or from www.tallysolutions.com
 
To understand the process of creating a user, click one of the corresponding links:
 
Create Tally.NET Users from Tally.ERP 9
 
Create Tally.NET Auditor from Tally.ERP 9
 
Create Tally.NET User
 
To create a Tally.NET User execute the following steps:
 
Go to Gateway of Tally
 
Press Ctrl+K: Control Centre or press Ctrl + K.
 
The Remote Login screen is displayed.
 
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.
 
Note: The user can login as an Account Administrator by providing the Account ID or as a Site  Administrator by providing the 
 
Site E-Mail ID and providing the password.  
 
The Control Centre screen appears as displayed.
 
In the Control Centre Screen :
 
Select My Tally.NET Accounts.
 
The My Tally.NET Accounts screen is displayed.
 
Select the required Account ID.
 
The Control Centre screen is displayed.
 
Select User Management and press Enter.
 
The User Management is displayed, along with the details related of the Account ID.
 
To create Tally.NET Users, execute the following steps:
 
Select Standard User from the list of Security Level.
 
Enter the required Email ID for the Remote Tally.NET User in Tally.NET ID field and press Enter.
 
Based on your requirement, select the status from the List of Status.
 
Accept to save the new Tally.NET User that has been created.
 
Note: The company’s system administrator should authorise the Tally.NET User ID and connect to Tally.NET and allow remote 
 
access.
 
Similarly the BAP Users can create Tally.NET Auditors with remote audit and compliance capabilities. For more details refer, 
 
Tally.NET Auditors Creation section.
 
Create Tally.NET Auditor
 
To create a Tally.NET Auditor (Remote Auditor) execute the following steps:
 
Go to Gateway of Tally
 
Press Ctrl+K: Control Centre or press Ctrl + K.
 
The Remote  Login screen is displayed.
 
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.
 
Note: The user can login as an Account Administrator by providing the Account ID or as a Site  Administrator by providing the 
 
Site E-Mail ID and providing the password.  
 
The Control Centre screen appears as displayed.
 
In the Control Centre Screen :
 
Select My Tally.NET Accounts.
 
The My Tally.NET Accounts screen is displayed.
 
Select the required Account ID.
 
The Control Centre screen is displayed.
 
Select User Management and press Enter.
 
The User Management is displayed, along with the details related of the Account ID.
 
To create Tally.NET Users, execute the following steps:
 
Select Standard User from the list of Security Level.
 
Enter the required Email ID for the Remote Tally.NET User in Tally.NET ID field and press Enter.
 
Based on your requirement, select the status from the List of Status.
 
Accept to save the new Tally.NET User that has been created.
 
Note: The company’s system administrator should authorise the Tally.NET Auditor ID and connect the Company to Tally.NET to 
 
allow remote access.
 
Authorising Security Levels
 
Based on requirements, the system administrator can authorize users under Tally.NET User or Tally.NET Auditor security level. 
 
To know more about creating users under Tally.NET User or Tally.NET Auditor click on one of the links listed below:
 
Authorising Tally.NET User
 
Authorising Tally.NET Auditor
 
Authorising Tally.NET Users
 
To assign a security level to a Tally.NET User, the system administrator should execute the following steps:
 
Go to Gateway of Tally > Alt+F3 > security Control > Users and Passwords
 
In the List of User for Company screen,
 
In the Security Level field, select Tally.NET User from the Security List
 
Type TallyNETUser in Name of User field
 
By default, the Password (if any) field is blank and cannot be provided for Tally.NET User
 
Allow Remote Access is set to Yes if the Tally.NET User requires to access remotely.
 
Allow Local TDL is set to No, if the user does not want the additional TDL’s to be executed remotely for the selected remote 
 
user.
 
Type the required mobile number in Mobile Number field.
 
Accept to save the Security level assigned to Tally.NET User
 
Authorising Tally.NET Auditors
 
In order to assign a security level to a Tally.NET Auditor, the system administrator has to execute the following steps:
 
Go to Gateway of Tally > Alt+F3 > security Control > Users and Passwords
 
In the List of User for Company screen,
 
In the Security Level field, select Tally.NET Auditor from the Security List
 
Type email id of Tally.NET Auditor in Name of User field
 
By default, the Password (if any) field is blank and cannot be provided for Tally.NET Auditor
 
Allow Remote Access is set to Yes if the Tally.NET Auditor requires to access remotely.
 
Allow Local TDL is set to No, if the user does not want the additional TDL’s to be executed remotely for the selected remote 
 
user.
 
Type the required mobile number in Mobile Number field.
 
Accept to save the security level assigned to Tally.NET Auditor

Creating Security Controls
 
By default, the Tally.NET User is authorised in the capacity of Data Entry operator, thereby having restricted access to the 
 
company data. Similarly the Tally.NET Auditor is authorised as Owner of the company and has full access to the company data. 
 
However, the system administrator can change the access controls of Tally.NET User or the Tally.NET Auditor based on the 
 
requirement. Any user created under these security levels require Tally.NET authentication to access data
 
To known more about assigning the security controls to a Tally.NET User and a Tally.NET Auditor, click one of the 
 
corresponding links:
 
Assigning Security Controls to Tally.NET User
 
Assigning Security Controls to Tally.NET Auditor
 
Creating Security Controls for Tally.NET User
 
To create security controls for a Tally.NET User, execute the following steps:
 
Go to Gateway of Tally > Alt+F3 > security Control > Types of Security
 
In the Security Levels for company screen, select Tally.NET User.
 
In the Security Levels for Tally.NET User screen.
 
By default, Tally.NET User appears in the Name of Security Level field.
 
By default, Data Entry appears in the Use Basic Facilities of field, the system administrator can change this based on the 
 
requirement.
 
Type 0 in Days allowed for Back Dated vouchers
 
The Cut-off date for Back Dated Vouchers is left blank
 
Allow to Connect Company is set to Yes if the system administrator wants the required security level to connect the company 
 
for remote access to Tally.NET Server.
 
By default, Use Tally.NET Authentication is set to Yes. The user classified under this security level can login remotely with 
 
Tally.NET User capabilities. However, the user having auditor’s license will not be able to perform an audit using the 
 
Tally.NET User Authentication.
 
By default, Use Tally.NET Auditor Authentication is set to No.
 
In Disallow the following Facilities
 
Select the required Access Control from the Type of Access
 
Select the required Report / Activity that you want to disallow based on the access control that from the List of Reports
 
In Allow the following Facilities
 
Select the End of List from the Type of Access
 
Press Enter to save the access controls for Tally.NET User.
 
Creating Security Controls for Tally.NET Auditor
 
 
To create security controls to Tally.NET Auditor, execute the following steps:
 
Go to Gateway of Tally > Alt+F3 > security Control > Types of Security
 
Select Tally.NET Auditor in the Types of Security
 
The Security Levels for company screen is displayed
 
By default, Tally.NET Auditor appears in the Name of Security Level field.
 
By default, Owner appears in the Use Basic Facilities of field, the system administrator can change this based on the 
 
requirement.
 
Type 0 in Days allowed for Back Dated vouchers
 
The Cut-off date for Back Dated Vouchers is left blank
 
Set Yes to Allow to Connect Company
 
By default, Use Tally.NET Authentication is set to No
 
Use Tally.NET Auditor Authentication is set to Yes, when the auditor wants to access the client’s data and perform an audit. 
 
However, a user not having the auditor’s license will not be able to perform an audit by setting Use Tally.NET Auditor 
 
Authentication to Yes.
 
In Disallow the following Facilities
 
Select the End of List from the Type of Access
 
In Allow the following Facilities
 
Select Full Access from the Type of Access
 
Select Audit Listings from the List of Reports
 
Press Enter to save the Security Controls for Tally.NET Auditor.
 
Creating Security Levels for Statutory Compliance
 
Tally.NET Auditors created in Tally.ERP 9 will have the Owners rights by default. With this right the Auditor can view all 
 
the reports. In case, if the Auditors are different for VAT, FBT, Service Tax and TCS, then the Client can configure the 
 
Tally.NET Auditor to view or provide the Statutory Compliance for the respective Statute.
 
To restrict the Auditor to provided only VAT related Compliance services, follow the steps given below:
 
Go to Gateway of Tally >  Alt+F3 (Company Info.) > Security Control > Types of Security
 
Data Entry, Tally.NET User and Tally.NET Auditor are available as default Security Levels.
 
Go to end and Type the required name for the new Security Level as shown:
 
Press Enter to assign permissions in the Security Level sub screen
 
In Use Basic Facilities of field select Tally.NET Auditor form the list.
 
By default Days allowed for Backdated Vouchers is set to 0.
 
The Cut-off date for Back Dated Vouchers is left empty.
 
Set the option Set/Alter rules for Print Before Save to No
 
Set Yes to Allow to Connect Company, if you want the Tally.NET Auditor to Connect the Company to Tally.NET
 
Set No to Use Tally.NET Authentication.
 
Set Yes to Use Tally.NET Auditor Authentication.
 
In Disallow the Following Facilities,
 
Select Full Access  from Type of Access and VAT Compliance from List of Reports
 
Select Full Access from Type of Access and TDS Reports from List of Reports
 
Select Full Access from Type of Access and FBT Compliance from List of Reports
 
Select Full Access from Type of Access and Service Tax Reports from List of Reports
 
Select End of List from Type of Access.
 
In Allow the Following Facilities,
 
Select Full Access from Type of Access and VAT Compliance from List of Reports
 
Select End of List  and go back to Security Level main screen
 
Press Enter to save the details
 
Similarly you can create the Security Levels for FBT, Service Tax and TCS Compliances also.
 
During the Tally.NET Authorisation process the above created Security Level needs to be selected instead of default Tally.NET 
 
Auditor.

Connect Company on Tally.NET
 
In order to connect a company to Tally.NET for remote access, audit or synchronization, the user has to execute the following 
 
steps:
 
Click F4: Connect Cmp or press F4 from any menu in Tally.ERP 9
 
The Connect Companies to Tally.NET screen is displayed
 
Select the required companies from the List of Companies.
 
Note: When only one Company is Loaded, it will directly get connected to Tally.NET without showing the Connect Companies to  
 
Tally.NET screen.
 
The Company Name, Connect Company, Contact Person and Contact Number appear in Connect Companies to Tally.NET screen as 
 
shown:
 
Accept to connect company to Tally.NET
 
The message indicating that the company is connected successfully is displayed in the calculator pane as shown:
 
Note: Changes made to the name of the Contact Person or the Contact Number will not be stored in the company masters.
 
Remote Login
 
The users classified under Tally.NET User or Tally.NET Auditor can access data from a remote location by providing the remote 
 
user Login Id and Password while Tally.ERP 9 is running in Licensed or Educational mode.
 
The user has to execute the following steps to login as a remote user:
 
Start Tally.ERP 9
 
In the Company Info. menu or Startup screen
 
Select Login as Remote User
 
In the Login as Remote Tally.NET User screen
 
a. Enter the required Tally.NET login id in the Your E-Mail Id field.
 
b. Enter the required password in the Your Tally.NET Password field.
 
Note: To reset the password click F5: Reset Password or press F5
 
On successful authentication, a remote session is created on Tally.NET which remains valid till the user logs out. A unique 
 
identification number is assigned to the remote session created. The remote user can work on one company only at a time.
 
In List of Remote Companies screen, select the required company from the List of Companies.
 
On successfully loading the selected company, the remote access license is displayed under the Edition tab as shown:
 
Depending on the additional license capabilities, the remote user can audit or access data.  
 
Note: Using a single instance of Tally.ERP 9 the user or the auditor can access data of a single company