Use of General Filters

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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.

Select Ledgers in Bulk for Similar Transactions

• You can filter out the transactions you wish to post in a single ledger.
• For example, in the above image
  • A Search the keyword "neft" is used in the narration. (you can search for Cash, emi, upi, neft, sms charges etc)
  • B Select all filtered transactions.
  • C Search for the Party Name in the LEDGER Box and select it.

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.

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

Access Configuration in suvit

• Navigate to "Settings" and select "Configuration" from the menu.

Configure Bank Allocation

• Enable the Bank Allocation feature to manage bank-related details in transactions.
• This setting ensures that bank accounts are accurately mapped for ledger entries. Learn more.

Set Cheque/Instrument Number

• Enable the Cheque/Instrument Number field to record details of Cheque or instruments used for payments or receipts.
• You can input Cheque numbers, transaction IDs, or instrument details for better tracking. Learn more.

Supplier/Reference Number

• Activate the Supplier/Reference Number option to record the supplier invoice number or reference ID for purchases.
• This ensures proper identification of invoices during reconciliation or reporting. Learn more.

Enable Cost Centre Tracking

• Turn on the Cost Centre feature to allocate expenses and revenues to specific departments, projects, or units.
• This helps in tracking profitability and controlling budgets effectively. Learn more.

Set Voucher Numbering

• Configure the Voucher Number field to manage the sequence of transaction entries in Tally.
• Choose between manual or automatic numbering based on your requirements. Learn more.

Save Changes

• After enabling the required fields, click "Save" to apply the configuration settings.

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