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.
**Note**: Words in Blue have selected one, and words in Orange are not selected.
The informative "i" button will show you the number of total transactions and the total number of invoices.
General Filters: Here, you can use three different filters.
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 will indicate which data has not been auto-selected.
You can use this option to select your records in bulk.
In the given search box, you can search for other Journal types if you have created them.
In the given box, you can search for Reference No according to your Excel data.
Particulars: In the given box, you can search for Particulars according to your Excel data.
Here, you can search the Debit/Credit part and also alter them.
The final Amount can be checked here.
You can use the Delete button to delete unwanted data.
As per the image, you can select all transactions using the bulk options or use the filter to select the desired transactions.
After selecting the transactions, click on the Save button.
Select all transactions again using bulk options, or you can use the filter and re-select the desired transactions selected in Step 14.
Use the Send Transaction button to push the data into Tally.
