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Selecting Ledgers with Filters in Suvit

In Suvit, you can select ledgers for transactions using various filters designed to simplify your work. Below are the filters and their applicability:

1. Date-Filter

• Filter the data by a date range you wish to work on.
• If you do not need a particular date range's data to be transferred to Tally, filter that date range and delete it from Suvit. This way, you'll only work on the relevant data.

2. Narration/Description Filter

• For common transactions that need to be posted in the same ledger, search the common keyword in the narration or description (e.g., "SMS Alert Charges", "G-pay", etc.).
• Once the transactions are filtered, select all, and from bulk operations, set the desired ledger for the filtered transactions and save them.

3. Payment/Receipt Filter

• Use this filter to work on specific transaction types such as Receipts or Payments.

4. Amount Filter

• Filter transactions within a specific amount range using this filter. This will give you the list of transactions in your desired range.

5. Hide Tally Pushed

• By selecting this filter, you can hide transactions already sent to Tally, helping you focus on transactions yet to be processed.

6. Blank Records

• This filter displays transactions where ledgers are yet to be selected and saved for sending to Tally.

7. Saved Records

• This filter lists transactions with ledgers assigned but not yet sent to Tally.

8. Unsaved Records

• Use this filter to view transactions where ledgers were selected but not saved.

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Once ledgers are selected for all transactions, save them and send them to Tally.

Note: Suvit also offers a unique feature for Suggested Ledgers, which will be discussed in the following article over here.