How to Review and Sync Vyapar Entries in Suvit

Steps to Review and Sync Vyapar Entries in Suvit

Step 1 - Navigate to Transactions

To begin, go to Explore Now → Data Entry Automation → Transactions and select either Sales or Purchase, depending on your data.

Step 2 - Identify Vyapar Entries

• Use the filter options to quickly locate transactions imported from Vyapar.
• This will help you separate Vyapar entries from other data.

Step 3 - Check Sync Status

• Apply the Sync Status filter to identify bills that require modifications.
• If a bill is not synced due to missing details, it will be marked accordingly.

Step 4 - Open and Edit Draft Bills

• Click on the draft bill that requires changes.
• Fill in any missing details, such as GST rates, ledger selection, or other necessary fields.

Step 5 - Review and Save

• Double-check all details before syncing.
• Once all required details are entered, click Save & Close to save the changes or Save & Sync to sync it immediately.
• If needed, refer to this guide for step-by-step invoice creation:
  🔗 How to Create Sales and Sales Return Invoices

Step 6 - Send Data to Tally

• After all modifications are done, select the entries you want to send.
• Click the Send to Tally button to export the data to Tally for final processing.