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Features in Import Collection 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

  1. Connect ‘Tally Master – Excel to Tally’ with Tally through ODBC
  2. Load excel file prepared as per above methods
  3. If the excel files are not in proper format as prescribed above, check the error list to identify
  4. Go to Accounts Voucher menu, click “Collection”
  5. In the bottom, click “Load Excel”, select your Collection vouchers updated excel file and it would be loaded on the screen
  6. 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.
  7. 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.
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