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

-
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.
- 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

-
Select Transaction: Choose individual or bulk entries to send to Tally.
-
After selecting the transactions, click on the Save button.

-
Re-Select Transaction (if needed) : Choose individual or bulk entries to resend.
-
Click Send to Tally to push the data.
You may find this useful: