How to create a Party Name ledger from the banking module.

A new ledger from Suvit for your Tally. It is the same feature as in Tally, with the same fields to be filled up while creating a ledger.

On the transaction page, a feature is available to create a ledger in Suvit for your Tally. In case you do not have some ledgers in Tally, and while selecting ledgers in Suvit, you want to avoid going into Tally and creating it, you can always create one from Suvit itself.

1 cretae ledger.png

Check for and click on the "Create ledger" tab in the top right corner as highlighted in the above image.

1create ledger bank.png

Fill up the required fields; Name and Ledger Type are mandatory fields to be filled, and then click on "Add" as shown in the above image.
Also, if the party is GST registered, simply enter the GST number and click on get data:

1 → Click on "+" Plus button as shown in below image.

2 → Choose between Create Without Review or Review before creation

Create Without Review will create the Party name directly
Create Review before creation will help you to check its details and allow modification before creating the Party Name.
Now you will have Ledger Creation Screen

3 → Click on Create

After making required changes like Under type, bill by bill, registration type and other details.

4 → Select your Data

5 → Click on Save

6 → Click on Back to banking

7 → Whenever you send data to Tally. Party name will create automatically

You need to send at least one transaction from Suvit to create ledger in Tally.

If the ledgers to be created are more in numbers, you can use our "Bulk Master Creation" module as well. It will help you to create ledgers or stock items in bulk. We have a sample sheet in the module wherein you must fill in all the required data and sync it in Tally.