Tally 9 Help and Information

All reports and documents generated in Tally can be published on your website. Tally can create reports in HTML format and upload the same directly to your website. For example, use this feature to inform your customers about the new price-range and stocks available for sale on your website. Tally uses the highest standard of data encryption methods to ensure security of data.

Uploading Reports on the Website

A website is a specific directory space allotted to you on that server. Protocols are set of rules and specifications on how data and files are transferred over a network. They cover all aspects of communication between computers including content, formatting and error control.

To publish a report, statement or data generated in Tally, upload it to an Internet Server that has been configured to accept files in the specific protocols.

Example: To publish your company’s balance sheet on your website:

1. Go to Gateway of Tally > Balance Sheet.
   
2. Click the Upload button from the button bar or press Alt+O.
   
3. The first time you upload, you will have to enter the required information on the screen displayed. The field Upload to has two options:
   

• FTP Site
  
• Web Page (HTTP/HTTPS)
  

FTP Site

This site accepts files transfers in File Transfer Protocol (FTP). FTP is a common choice for data or file transfer to a website. Select this option unless your site accepts HTTP or HTTPS uploads.

Web Page – HTTP/HTTPS

Hyper Text Transfer Protocol (HTTP) is the standard for transferring HTML files over the Internet. HTTP Servers are pre-programmed to accept HTTP connections. HTTPS sites are servers configured to accept secure connections. They conform to standard security protocols (example: SSL and SET) to ensure that your data and files are not tampered during an upload.

Use this if your server is set up for HTTP/HTTPS or else select FTP.

1. URL: Universal Resource Locator (URL) is the server address where you want to publish your report. For FTP, you will need to know the FTP server name and directory path. The FTP server name is the domain name of the Web server (example: ftp.server.com). The directory path is the folder on the server where the report is stored (example: /public_html). For a web page, an URL is typically in the form www.myweb.com/.
   
2. Secure Server: This option displays when you select Web Page in Upload to field. Use a secure connection when the data is sensitive and your server is configured for it. A secure site is one that has alphabet s following http (https) and the URL in the address bar of your browser displays https://www.______.com.
   
3. User Name (if any): Enter the user-name you need to access the server for uploading.  
   
4. Password (if any): Enter the password
   

Note: Internet servers authenticate your identity before you can put data and files on the site. If you are unsure about your user name, password, or FTP location, contact your Internet Service Provider (ISP).

• Format: You can generate your reports in four formats. To know more about these formats, click on the links given below:
  
  • ASCII (Comma delimited)
    
  • HTML (web-publishing)
    
  • XML (data interchange)
    

Select the type that suits your requirement.

1. Destination File: This option displays on selecting an FTP Site in Upload to field. The default names are displayed. Modify if necessary.
   

Note: Additional options may vary depending on the type of report you want to upload.

1. Print Preview: Use the Print Preview screen through the Print option to view the document before you upload.