This article will help you understand how to import a bank statement from Suvit to Tally with all possible steps and setup.
After clicking on the dashboard, click on Explore Now for Data Entry Automation, which will open the Data Entry Automation page.
If a document with the same name is uploaded twice, the system will display a warning message: "Check for any duplication error."
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".
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If the processing takes too long time, simply refresh[ctrl+shift+R] the page.
Supported formats of bank statements:
Original PDF
Scanned PDF
Excel Sheet
**Note**: Suvit does not support passbook, RTP TXT formats, Dot Matrix font formats, Share Market statements and Loan Statements.
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