Learn how you can overwrite the ledger selected, given that the entries are yet to be sent in the Tally.
Re-select Ledgers in Bank Statement
Step 1: Identify the Need for Ledger Change
- If you have already selected and saved ledgers for transactions, they are ready to be sent to Tally. However, if you need to change the ledgers (provided the transactions haven't been sent to Tally yet), you can do so by following the same ledger selection process.
Step 2: Understanding Ledger Modification Rules
- You can modify the selected ledgers at any time, but note that once a ledger is selected and saved, it cannot be left empty.
Step 3: Choose a Ledger Selection Method
- To re-select ledgers, you have two options:
A. Bulk ledger selection, as shown in the image below.
1. Select the required transactions.
2. In the "Ledger" section, use bulk operations to assign the correct ledger, as shown above.
3 Click "Save" to confirm and apply the changes.
B. Individual ledger selection
- If you prefer, you can manually update each ledger for better accuracy.
- Select the appropriate ledger from the dropdown list.
- Click Save to apply the changes.
