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All Collection Frequently Asked Question Save entries and send transactions to Tally

Save Entries and Send Transactions to Tally Step 1: Open the Completed Bank Statement Step 2: Save Ledgers and Send to Tally Step 3: Track Progress

Save entries and send transactions to Tally

After successfully uploading of bank statement, you need to select & save the ledgers for each transaction & send those entries into Tally.

Save Entries and Send Transactions to Tally

Step 1: Open the Completed Bank Statement

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Once your bank statement is marked as Complete,click to open it.
Select ledgers for each transaction. You can also use bulk ledger selection for similar entries that need to be posted in a common ledger.

Step 2: Save Ledgers and Send to Tally

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After Selecting all ledgers, click the Save button to apply the ledger selections.
Click the Send To Tally button to begin the syncing process.

Step 3: Track Progress

A → Gray Stage (Initiation)

Indicates that the process has been initiated.

B → Orange Stage (In Progress)

Indicates that the data transfer process has started.

C → Green Stage (Success)

Indicates that the purchase data has been successfully sent to Tally.
If the transaction fails to sync with Tally, refer to this article to troubleshoot and re-sync the data.