Import the bank statement

This article will help you understand how to import a bank statement from Suvit to Tally with all possible steps and setup.

Upload Bank Statement

After clicking on the dashboard, click on Explore Now for Data Entry Automation, which will open the Data Entry Automation page.

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Step 1 : Select Company

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  • Select your company from here

Step 2 : Bulk Upload

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  • Go to Bulk Upload -> Banking.

Step 3 : Import Bank Statement

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  • Click on the import button to upload the Bank Statement

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  • Select the bank ledger
  • Attach the document as shown in above image

Step 4 : Upload File

If a document with the same name is uploaded twice, the system will display a warning message: "Check for any duplication error."

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  • Click on Upload button to upload the bank statement in Suvit

Step 5 : Process

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  • Once you click the upload button, document will go in the processing status

Step 6 : After Complete

  • The document will be under "Processing" status. It will take some time to get processed, depending on the format. The status will change from "Processing" to "Complete" or "Failed".

  • After complete How to select ledger Click here

  • If the processing takes too long time, simply refresh[ctrl+shift+R] the page.

Additonal Details

Supported formats of bank statements:

  1. Original PDF

  2. Scanned PDF

  3. Excel Sheet

**Note**: Suvit does not support passbook, RTP TXT formats, Dot Matrix font formats, Share Market statements and Loan Statements.

Approximate time for document processing:

The processing time taken by a document to get complete will depend on its format. Maximum time taken for completion of documents is given below:

  • Original PDF (Up to 1 Hour).

  • Scanned PDF (Up to 12 Hours).

  • Excel Sheet (Up to 30 Minutes).

  • To know what to do if the status changes from "Processing" to "Failed", Click here to know more about Failed Reason

  • Unsupported Bank Statement Click here

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