How do we process or push Sales/Sales return data to Tally?
After mapping these next screen will let you see your data in excel kind of form, where you can see all details.
🖱️ Step-by-Step: Save & Send to Tally
- A → Select your transactions (choose all or one by one)
- B → Click the Save button
- C → Click Send to Tally to send data into Tally
**Instruction**: Make sure all your entries are correct and no caution triangles are left behind before sending!
- D → Hit OK when the system asks for confirmation
**Warning**: Only the data that you selected and saved will go to Tally. You can send the rest later.
📊 Progress Tracking – How Do I Know It’s Working?
Sending Progress Tracking Data to Tally
1 → Gray Stage (1st Stage)
- It indicates the Process has been initiated
2 → Orange Stage (2nd Stage)
- It indicates the Progress has been started
3 → Green Stage (3rd Stage)
- It indicates that Data has sent Successfully to Tally
🔍 How to Work with Filters and Mismatched Data
📋 Processing Screen
This is where you’ll see all your uploaded transactions.
Check details here
1 → Bulk Selection: It will help you to select the transaction one-by-one or in bullk.
2 → Update Bulk Records: It is used to change or select specific data with in the Transaction screen.
3 → Reference No: As per the excel the reference will been seen here.
4 → Voucher Type: By default Sales voucher type will be selected. It can be changed according to the requirement.
5 → Party Name: Name of the party will be seen here.
6 → GST No: It will show as per the party name detail.
7 → Place of Supply: If you have selected in mapping or else it will dsplay according to the data set in tally.
8 → Particulars: It will show Sales Account.
9 → Warning Triangle: It indicates that few details have been not selected because of spelling mistake or new party name.
10 → Other Details Data in orange indicates that it not selected.
**Note**: Blue = All Good, Orange = Not Done Yet / Not Found in Tally
🧾 Fixing Ledger Mismatches
Step 1: Bulk Check Records
→ Select the records you want to fix
→ Use Bulk Update to fix them together
Step 2: Create Missing Ledgers
→ Click the “+” button next to the party name to add a new ledger
→ For detailed steps, Click here
⚙️ General Filters
You can use filters to:
→ Hide data already sent to Tally
→ View blank, saved, or failed records
→ Filter data by date range
Learn More
🔄 Bulk Operations – Make Changes Faster!
Step 1: Update Multiple Records
→ Use Bulk Update to change:
→ Voucher Type
→ Party Name
→ Particulars (Ledger)
→ Helps with:
→ Choosing voucher types
→ Setting ledgers
→ Selecting many entries at once
Step 3: Final Check
→ Search by Bill No. or Party Name
→ Verify GST No. and Supply Location
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