How to upload and export Bank Statements to Tally
Upload your bank statement in PDF format to your personal account in Entera. The recognition of a bank statement takes less than a minute.
To export bank statement - click on Export to external system button from side menu or choose the file with checkbox and click Export to external system in registry menu. You can export only one bank statement at once, even if the form is the same.
3. After export you'll be directed to the matching menu, where you can assign the transaction type and the corresponding Tally ledger for each transaction.4. To make this process easier and faster there is a filter for the bank statements.
This tool helps you to quickly sort transactions of the same type and ledger. Simply enter a few words from the transaction description in the filter field, and it will display a list of transactions that share these common features.
We also recommend using bulk actions, which speeds up the process even more. Select all required transactions and specify the transaction type and its ledger for all of them simultaneously.
After everything is filled in, you should click on the Create Documents button at the top right.
Next, you need to open EnteraTallyConnector and click on the Get Docs button.
Now you can see and check the document in your Tally.
Do you have any questions?
Please contact Entera Customer Center
help@entera.global
+91 (807) 127-9897
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