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
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