"Failed" status after processing the Statement
Here you can understand why the bank statement you uploaded shows a "Failed" status and what points you can consider resolving the issue.
Once you upload the bank statement, its status will show as "Processing". After a few minutes, the status will change to either "Complete" or "Failed".
If the Status is "Complete"
- You can proceed with the further process of ledger selection and sending the transactions to Tally.
If the Status is "Failed"
- Check the reason for failure, make corrections in the document, and re-upload it. Refer to the image below for better understanding:
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Common Reasons for Failure
- Unsupported format
- Closing Balance mismatch
- Missing column headers
- Handwritten or punching marks on the statement
- Password-protected file
Tips to Avoid Document Failure
- Ensure proper alignment:
- The data should be well-aligned and not merged.
- For example, the date line should not merge with the narration, and narration should not overflow into the amount column.
- Complete transaction data:
- Ensure no transaction is missing or incomplete.
- Date continuity:
- The transactions should be in date-wise chronological order.
- Column headers:
- The statement must include headers like Date, Narration, Debit Amount, and Credit Amount.
- If you're splitting the bank statement, ensure headers are included on each part being uploaded.
- Scanned PDFs:
- Ensure the scanned PDF is:
-> Aligned and Maintains continuity across all pages.
-> Not too** blurred or dark,** avoiding ink marks from previous pages.
-> Free from punching marks, pen/ink marks, or handwritten notes on the data.
-> Clear, without overlapping narration in the amount fields.
-> Free from cropped or incomplete data.
- Excel Sheets:
- Ensure the data is in the first sheet of the workbook.
- Include columns for Date, Narration, Debit Amount, and Credit Amount.
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