How do we process or push Journal data to Tally?
A step by step guide to manage, update and transfer journal data from Suvit to tally. Simply prepare your excel sheet, upload and map the required fields & then proceed to transfer those journal entries in tally.
Follow the steps below:
General Filters
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The informative "i" button will show you the number of total transactions and the total number of invoices.
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General Filters: Here, you can use three different filters.
- a. Hide Tally Synced Records: This filter can hide already pushed data from your processing screen.
- b. Saved Records: It will allow you to see only saved data.
- c. Blank Records: It will filter out any blank data.
- Date: Here, you can filter the date range.
- for example: if you want to filter a specific date range to send data to Tally.
- Warning Triangle: This will appear when there is any data that is mismatched with Tally data.
- You can click on that triangle to see the unselected field of that particular record.
- Data in orange is indicating that data has been not selected
Bulk Operations
- Search Bar: It can be used to filter any specific name.
- Select Transaction: It helps to select individual or bulk entries
- Update Bulk Records: Here, you can select the type of data that can be updated in bulk, such as Voucher Type & Particulars.
- Particulars: In the given box, you can search for Party Name according to your Excel data.
How to save and push the data
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Select Transaction: Choose individual or bulk entries to send to Tally.
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After selecting the transactions, click on the Save button.
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Re-Select Transaction (if needed) : Choose individual or bulk entries to resend.
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Click Send to Tally to push the data.
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