Remote Access
Scenarios of Use
I have a factory (factory-cum-office) which is some distance away from where I stay. I now have the ability to look at what happened yesterday (sales, purchases, collections, expenses, production etc.) before I even have my breakfast and based on this I can now give instructions for the day. This means that the office now starts functioning effectively and does not have to wait for me to arrive at the factory. This is a huge improvement in efficiency.
I frequently travel and I love the fact that now I can keep track of what is happening in the office.
In the days before cell phones, we used to go to a supplier or a customer’s office and in case of a need, could use his office phone to complete urgent business. I can now use anyone’s Tally like that-- to access my data residing at my office.
In the days before cell phones, we used to go to a supplier or a customer’s office and in case of a need, could use his office phone to complete urgent business. I can now use anyone’s Tally like that-- to access my data residing at my office.
Soon, I can simply go to my vendor’s office, negotiate a purchase and using his computer and Tally, log on to my data, with my license (username and password),* enter a purchase order and print it out on his printer!.
My son runs an independent company and I have remote access on it. This is perfect for keeping an eye on things without any embarrassment between me and my son.
I take a long time to travel to work and I am able to work from my car using my lap top, which has an internet data card. I discovered that I don’t even need a separate license for operating remotely from my lap top.
Very useful when I go out on my collections -- I can even take a print-out of my entire customer ledger from the customer’s own machine.
*When I am on vacation, I don’t like to be troubled. I will be now able to SMS queries to my copy of Tally.ERP 9 and get the answers. I would prefer to do this, rather than to have a two-way conversation with my accountant!
By Others in the company
*I have sales people traveling to various towns and booking orders. They can now update their orders from the customer’s place itself or go to a cyber café and do it.
My sales people do one better than that. I have bought each one of then a USB memory device costing a few hundred rupees. An educational version of Tally runs from that. Even if our customers don’t have Tally, my sales person simply borrows the use of the customer’s machine and he is connected to our Tally .He can now look at the customer’s outstandings, order positions etc.
Access by the Chartered Accountant
I am an engineer and I don’t want to be bothered about all these statutory conditions and formalities. I also would like my peace mind. I don’t want to be worried and wondering about the possibility of some criminal case slapped on me – simply because I did not know. Ideally, I would like some CA to ensure that my accounts, various aspects of taxation and the way I have recorded my transactions etc. are OK. Today, thanks to the special access my auditor can have to my information, it becomes practicable and affordable for him, and therefore for me to ensure that my company is doing everything right.
My auditor comes every week and since I have a small office, it is a bit of a disturbance to me. I would prefer that he does most of the work at his office. The remote capabilities of Tally.ERP 9should help greatly in this.
Access by others/ other stake holders
Access by Partner
I am a ‘sleeping partner’ in a company. I need to know what is going on without even my having to ask for various reports, etc. This is a great way to do it. (In fact, this may be a powerful reason for influence of purchase decisions in countries where a ‘local partner’ is mandatory).
While I am running my own company, I mentor several other companies. The kind of access that Tally.ERP 9 provides is just ideal for my purposes.
I now have continuous visibility to the status of the problems and issues I have raised (through the support center) and I can even grant special one-time access to my Tally service provider to my data so that he will be able to solve the problem sitting in his office, thus saving me time and money. I am also thinking of discussing with my chartered accountant and make sure that he also gets visibility on my problems. This is possible with Tally.ERP 9.
Access by Customers/ Vendors etc.
I am now planning to give access to my major customers and suppliers for their accounts. Till now, I could not do it securely. Now, since I can control what TDLs must run at a customer/vendor’s login, and since the TDLs would physically reside on my machine, I can really do this.
Maybe there will come a time, when my banker will know my financial position automatically and give me increased working capital limits (just kidding!)
How safe is Tally’s Remote Access ?

