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

Step 1: Sign In

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  • After accessing the dashboard, select Explore Now under Data Entry Automation.

Step 2 : Select Company

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  • Select your company from here

Step 3 : Bulk Upload

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  • Go to Bulk Upload -> Banking.

Step 4 : 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 5 : 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 6 : Process

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

Step 7 : 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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