How to configure mail server in tally
Configuring a mail server in Tally is a bit of a process, but I'll guide you through it step by step. Here's how to do it:
Prerequisites:
- Tally ERP 9 version 6.3 or later
- A valid email account (e.g., Gmail, Outlook, etc.)
- Basic knowledge of email settings and configuration
Step 1: Enable Email Configuration in Tally
- Go to Gateway of Tally > Setup > Email
- Click on Enable Email Configuration and select Yes
- Click OK to save the changes
Step 2: Configure Email Server Settings
- Go to Gateway of Tally > Setup > Email > Email Server Settings
- Fill in the following details:
- Email Server Type: Select the type of email server you're using (e.g., POP3, IMAP, SMTP)
- Email Server Host: Enter the hostname or IP address of your email server
- Email Server Port: Enter the port number used by your email server (e.g., 25, 587, 993)
- Email Server Username: Enter your email account username
- Email Server Password: Enter your email account password
- Click OK to save the changes
Step 3: Configure Email Account Settings
- Go to Gateway of Tally > Setup > Email > Email Account Settings
- Fill in the following details:
- Email Account Type: Select the type of email account you're using (e.g., POP3, IMAP)
- Email Account Username: Enter your email account username
- Email Account Password: Enter your email account password
- Email Account Server: Select the email server you configured in Step 2
- Click OK to save the changes
Step 4: Test Email Configuration
- Go to Gateway of Tally > Setup > Email > Test Email Configuration
- Enter a test email address and subject
- Click Send to send a test email
- Check your email account to ensure the test email was received successfully
Additional Tips:
- Make sure your email account is configured correctly and you have the necessary permissions to send emails.
- If you're using a third-party email service (e.g., Gmail), you may need to enable less secure apps or allow Tally to access your account.
- If you encounter any issues, refer to Tally's official documentation or contact their support team for assistance.
By following these steps, you should be able to configure your mail server in Tally and start sending emails from your accounting software.