This article will help you understand how to import a bank statement from Suvit to Tally with all possible steps and setup.
It would be best if you visited "Banking" module, available under "Transactions" head as shown in the below image and then to upload the bank statement, click on "Import Statement".
To upload a bank statement, simply go to "banking" section in the "Bulk" module. Make sure the company is correctly selected and displayed on the right corner, refer below images:
Click on the import statement and select the bank ledger and attach the document as shown in below image:
If the document is with such name which was previously uploaded, such warning will be displayed, check for any duplication error:
Once you click the upload button, document will go in the processing status:
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".
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.
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).
Remove the password from a password-protected document:
For example, if you have a bank statement which is password protected, you can remove it and then upload it in Suvit. Follow below steps to remove password:
Open the document in Chrome browser.
Give print command or click on printer symbol available in the top right corner.
Select "Save as PDF" in the Destination and save the new file in desired folder path.
Check by opening the new file, as now the password will be removed, and a file will be ready to be uploaded in Suvit.
To know what to do if the status changes from "Processing" to "Failed", visit here. Unsupported Bank Statement click here to check.
Next step Click here.
