Import the bank statement

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

Step 1: Sign In

1.webp

  • Visit Suvit.
  • Enter your Email and Password.
  • Click the Sign In button.

Step 2: Navigate to Bulk Upload β†’ Banking

2.webp

  • From the sidebar (Data Entry Automation), click on Bulk Upload.
  • Under the Bulk Upload section, choose Banking from the dropdown list.

Step 3: Choose the Company

3.webp

  • Click on the top-right corner dropdown to view available companies.

4.webp

  • Use the search bar to type part of your company name (e.g., β€œsuvit”).
  • Select the box beside the desired company.

Step 4: Import the Statement

5.webp

  • Click the Import button located in the top-right section of the Banking screen.

Step 5: Select Bank & Attach File

6.webp

  • From the pop-up window:

    • Choose the relevant Bank (e.g., SBI Bank, UCO Bank).

Step 6: Upload the File

7.webp

  • Drag and drop the file or click to upload.

  • Ensure the correct bank and file are selected.

  • Click the Upload button at the bottom-right.

⚠️ If a document with the same name already exists, a warning about duplication will appear.

Step 7: Processing Status

8.webp

  • After clicking upload, the file will appear in the Processing state.
  • Wait until the status changes to Complete or Failed.
πŸ•’ If the processing takes too long, try refreshing the page using Ctrl + Shift + R.

Additional Information

⏱ Document Processing Times

  • Excel Sheet: Up to 30 minutes
  • Original PDF: Up to 1 hour
  • Scanned PDF: Up to 12 hours

πŸ›‘ Unsupported File Types

❌ Passbooks
❌ Share Market Statements
❌ Loan Statements
❌ Password-Protected PDFs
❌ RTP/TXT formats
❌ Dot Matrix font formats