๐ญ. ๐ฃ๐ฟ๐ฒ๐ฝ๐ฎ๐ฟ๐ฒ ๐๐ ๐ฐ๐ฒ๐น
- Prepare the excel file according to the Excel Formats guidelines.
- Ensure that all mandatory columns are filled up in excel files.
๐ฎ. ๐๐ผ๐ฎ๐ฑ ๐๐ ๐ฐ๐ฒ๐น ๐ฎ๐ป๐ฑ ๐๐ป๐ฎ๐น๐๐๐ฒ ๐๐ฎ๐๐ฎ
- Connect Tally ODBC to ‘Tally Master โ Excel to Tally’.
- Select the “Purchase” form from the “Accounts Vouchers” menu.
- Select the prepared excel file by clicking the “Load Excel” button (at the bottom of the screen).
- Check the Lists of Common Errors for repair if the excel file does not load and any errors appear.
- To analyse the loaded data, use Data Grid features like filter, search, and group.
๐ฏ. ๐ฉ๐ฒ๐ฟ๐ถ๐ณ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐ ๐ฎ๐ป๐ฑ ๐๐ผ๐ป๐ณ๐ถ๐ด๐๐ฟ๐ฎ๐๐ถ๐ผ๐ป
- To check the presence of linked masters of the voucher, click the Verify Masters button (at the bottom of the screen).
- (For example, ledgers, cost centres, stock items, godowns, units, voucher types, and so on.) Missing masters can be automatically constructed.
- To pick the default voucher type and associated parameters, click the Configuration button (upper right on the grid).
๐ฐ. ๐จ๐ฝ๐น๐ผ๐ฎ๐ฑ ๐๐ผ ๐ง๐ฎ๐น๐น๐
- To tally, upload all or a subset of your vouchers.
- Click the “Upload to Tally” button on the left side of the data grid to upload entries straight to Tally.
๐ฑ. ๐ฉ๐ฒ๐ฟ๐ถ๐ณ๐ ๐๐บ๐ฝ๐ผ๐ฟ๐ ๐ฆ๐๐ฎ๐๐๐
- Details about imported records may be seen in the Import Process, Log, and Report.
- Users must examine and verify the Tally once it has been uploaded.
