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
- Once your bank statement is "complete", click to open it. You will be able to select ledgers for each transaction. Bulk ledger selection is also available in case you have similar entries to be posted in a common ledger.
Step 2
- Once all the ledgers are selected, click on the save button to save those ledgers for the transactions and then click on "Send To Tally".
Step 3
- Once data is in process, it will either be sent to Tally or could fail to sync with Tally, as seen in the respective images below:
Step 4
- If the transaction doesn't sync with Tally, please refer to this article to fix it and re-sync.
