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2.     Accessing Financial Records Via SMS in Tally.ERP9


Did you know that you can now access business information from anywhere by SMS?


In this information age, when time has become even more precious than money, timely access to business information can change the way one does business. Now, Tally provides a solution with which you can access information from your Tally.ERP 9 system anytime, from anywhere, simply by using an SMS-based service named ‘PULL SMS. The service is available for the Tally.ERP 9 Series A release 2.0 or later, as part of Tally.NET services portfolio.


How it works


To get started with this service, first register the mobile number(s) that you will be using to access information. Only those who are authorised by the system administrator to access information can do so using the Tally system. Then, you need to enter your query or requirements and send it to 556679.


To access information, you need not type any key word or follow any syntax; just type free text, quite akin to writing in your natural language.  For example, in case you type in ‘Sales for Today, the software will return--the sales figure for that day. After this, if you type, ‘Yesterday, the context of the previous SMS is retained and the sales figure for the previous day is shown. Now, the previous request can be overridden by sending another query via new key words, such as ‘Purchase today and figures corresponding to this query will be received


Configure SMS in Tally.ERP 9


This can be done in four easy & simple steps:


1)  Include Mobile Number

Login to the Control Centre by providing User ID and Password

·    Click W: My Profile’ or press Alt+W

·    Select the required ‘Salutation’

·    Enter the ‘Name’ of the contact person

·    Enter the mobile number in Mobile No(s) field


Accessing Financial Records Via SMS : www.TallyERP9Help.Com


·    Accept the screen



2)  Enable SMS

·    Go to Gateway of Tally > F11: Features > F4: Tally.NET Features

·    Set ‘Yes’ to ‘Enable SMS Access

·    Enter the short name for the company in ‘SMS Company Name


Accessing Financial Records Via SMS : www.TallyERP9Help.Com


·    Accept the screen


3)  Authorise Users


·    Go to Gateway of Tally > select ‘F3:Cmp Info’ > Security Controls > User and Passwords

·    Select the required ‘Security Level

·    Enter user’s email id in Name of User

·    Set ‘Yes’ to ‘Allow Remote Access

·    Set ‘Yes’ to ‘Allow SMS Access




Accessing Financial Records Via SMS : www.TallyERP9Help.Com


·    Accept the screen


4)  Connect Company


·    Go to Gateway of Tally > click F4: Connect


On successfully connecting the company to Tally.NET the message appears in the calculator pane.


You can now proceed to query information via SMS by sending in your queries to 556679<9>. <9>

is the SMS Suffix or a unique sequence number allotted to each company connected.


Hence, with Tally.ERP 9s SMS option, you can have up-to-date financial record of your business wherever you are.


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