Tally.Net: Features, Requirements for remote connectivity Access information via SMS

26/12/2021 0 By indiafreenotes

Tally.NET is a technology within Tally. ERP 9 which powers revolutionary capabilities such as continuous upgrades & updates, central consolidation of branch data, central deployment of Customisation, instant support from within your Tally. ERP 9 and many more that enhances your business performance.

Tally.NET Services

On a broad level, Tally. ERP 9 comprises of:

  • The product itself
  • A set of capabilities (enabled via the Internet) by a service called Tally.NET

This ‘two component’ architecture was chosen as this delivers an unparalleled model of a host of services as below:

(Tally.NET Services Annual Subscription is included in your Tally. ERP 9 for the first one year. Subsequently you are advised to subscribe to avail the following services at a nominal charge of 20% of the then prevailing product price)

(a) Remote Access Services

Your business data stays with you locally, and is never stored on Tally.NET servers or on systems accessing that data via Remote Access.

(b) Integrated Support Services: Support Centre

Integrated within Tally. ERP 9 and Shoper 9, this new feature enables the users to report and track their queries from within the product. You can directly target the query to your regular Tally Service Provider (or any other Tally Service Provider, if you are making your first query) and get responses quickly. These can even be reported and viewed remotely. You can then use the reference number to escalate the issue to Tally’s Customer Centre in case you need to.

Over time, this capability will be extended to cover your Chartered Accountant or other business associates & friends using Tally. ERP 9 to broaden the horizon of your support ecosystem.

You can also access all the conversations centrally. This will simplify the process of having a summary view of the kinds of issues people in your company raise which will help you identify gaps of knowledge or other persistent system issues.

(c) Self-service using Control Centre

The Control Centre enables users to centrally configure and administer Site/ User belonging to an account. Thus, the Control Centre acts like an interface between the user and Tally. ERP 9 installed at different sites.

With the Control Centre you save time, travel and communication costs, manage Tally. ERP 9 installations efficiently and effectively because it enables you to:

  • Manage Licenses
  • Perform Central Configuration
  • Manage Users
  • Manage Company Profile
  • Manage Accounts
  • Change Passwords
  • Maintain Activity History

(d) Self-service using Knowledge Base

Tally has compiled a large selection of articles for users to understand the product and its applications. Users can access the Knowledge Base and search from available topics at their convenience.

(e) Software Assurance Services

Get instant product updates and upgrades as and when they happen

(f) Data Synchronisation Services

Now exchange data with ease between two or more Tally licenses (implemented at different locations)

Requirements for remote connectivity Access information via SMS

You can securely access your Tally. ERP 9 from anywhere to record transactions, or view reports when working from a client’s office, or other remote locations. All you need at the remote location is a Tally. ERP 9 installation, and an internet connection. In your office you need to have a valid Tally. ERP 9 license, an active TSS, an internet connection, and your company connected to Tally.NET services. Server and remote systems must have the same release of Tally ERP 9.

Security and Control: You have complete control on who can access your companies, and which features are available to the user. Further, your data will always be in your computer. Whenever a user connects to your company, based on the access permissions you have provided, the user can access the required features. If your employee is at a client’s place and want to print an invoice or purchase order placed by the client, it can be done. However, the employee will not view your financial reports unless you have given the permission. If you want to check your financial reports when you are away from your office, you can use any computer with a Tally. ERP 9 installation and view the reports.

Anywhere, Any Tally. ERP 9 Installation: You can access your Tally. ERP 9 companies from anywhere using even a Tally. ERP 9 in Educational Mode, and an internet connection. When your employees are at clients’ locations, they can view the stock availability and commit delivery dates to the clients, or check the pending receivables from the clients. This will ensure availability of the latest details at that moment.

Audit Accounts: You can allow your auditor to do verification of your books using remote access. For this, you just need to allow remote access to your company for the auditor’s Tally.NET ID. Like you or your employees logging in to the company, auditor also can log in and do the work.

Print Reports and Vouchers: Users can open a voucher or report, and print it at the remote location. When your employee is at a client’s place to collect receivables, after collection a receipt can be recorded and a voucher can printed for the client.

Record or Alter Vouchers: The user with the required permissions can create or alter vouchers. If you or your employee meets a supplier, and strike a favourable deal, a purchase order can be raised immediately from your Tally. ERP 9 company.

Easy Setups: Connect your company, and allow users to access your company from anywhere. Note that only users with valid Tally.NET IDs are allowed to access your company remotely. Your account ID (e-mail ID used to activate your license) is a valid Tally.NET ID. You can create Tally.NET IDs for users who need to log in to Tally. ERP 9 remotely, allow access to these IDs. Similarly, you can allow your accountants or auditor who have their Tally.NET IDs to log in remotely.