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)
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- Indicates that the process has been initiated.
B → Orange Stage (In Progress)
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- Indicates that the data transfer process has started.
C → Green Stage (Success)
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Indicates that the purchase data has been successfully sent to Tally.
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If the transaction fails to sync with Tally, refer to this article to troubleshoot and re-sync the data.