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:

  1. Tally ERP 9 version 6.3 or later
  2. A valid email account (e.g., Gmail, Outlook, etc.)
  3. Basic knowledge of email settings and configuration

Step 1: Enable Email Configuration in Tally

  1. Go to Gateway of Tally > Setup > Email
  2. Click on Enable Email Configuration and select Yes
  3. Click OK to save the changes

Step 2: Configure Email Server Settings

  1. Go to Gateway of Tally > Setup > Email > Email Server Settings
  2. 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
  3. Click OK to save the changes

Step 3: Configure Email Account Settings

  1. Go to Gateway of Tally > Setup > Email > Email Account Settings
  2. 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
  3. Click OK to save the changes

Step 4: Test Email Configuration

  1. Go to Gateway of Tally > Setup > Email > Test Email Configuration
  2. Enter a test email address and subject
  3. Click Send to send a test email
  4. Check your email account to ensure the test email was received successfully

Additional Tips:

By following these steps, you should be able to configure your mail server in Tally and start sending emails from your accounting software.