Features in Import Collection Vouchers Different types of Excel Formats are available to import Simple voucher formats for smart grouping, indexing, voucher type and etc. Advanced features are available for voucher and invoice Advanced accounting features for vouchers How to Import Collection Vouchers from Excel to Tally Step 1 – Prepare Excel Prepare the excel file as per the prescribed Voucher Templates. (Download sample excel from the link available bottom of the page) Save the excel file as per the prescribed Excel Formats. Ensure that excel files are properly filled with all the mandatory fields. Step 2 – Load Excel and Verify Masters Connect ‘Tally Master – Excel to Tally’ with Tally through ODBC Load excel file prepared as per above methods If the excel files are not in proper format as prescribed above, check the error list to identify Go to Accounts Voucher menu, click “Collection” In the bottom, click “Load Excel”, select your Collection vouchers updated excel file and it would be loaded on the screen Use Verify Master, connected master of the Collection vouchers, ledgers and stock items of the loaded excel can be verified and created to tally directly and automatically. Configuration (top right on the grid), to select the default voucher type, if multiple vouchers are created and used in Tally. Steps 3 – Upload to Tally Now click “Upload to Tally” button to import entries to Tally directly. Check the import process and log details of records imported.