How to connect and update Tally with Entera App
Follow the link and download the updated connector version (the previous version of the application can be deleted)
https://drive.google.com/drive/u/1/folders/1mKo6_6q1FGp8D5m6KhSYYHSWKka5qz_zDowload the installation file from the Google Drive.
Open the folder with downloaded installation file and start the installation process.
Log in into the Connector using credentials you have received from Entera when you have registered in the system.
To connect a folder to a company in Tally, you will need:
Create a folder in your Entera account
6. Give the folder the name of the company you want to connect to your Tally and click “Confirm” button.
7. Click on that folder and press on the "Connect" button at the top center of the screen
Select Connection with Tally from the list and click on the "Connection" button
Copy the Integration ID - click on the copy icon. Please do not copy the words "Integration ID=", as you only need the ID itself. Use the copy icon for that.
Launch your Tally system and select the required company in it (a company, which you want to connect with the created folder in Entera and export recognized documents to)
Open the EnteraTallyConnector program and refresh it: make sure the selected company in Tally is displayed in the Connector.
In the Connector click on the "Link company" button under the company's name and paste the copied integration ID for the folder and save integration
Skip the GST and Round off settings part for now - click on "Save" or "Cancel" - it's recommended to do it after ledgers synchronization.
Click on the "Sync company" button to synchronize ledgers.
If you plan to export invoices from Entera, you can then complete the settings for Round Off and GST, once ledgers are synchronized. Press on 3 dots located next to the company's name. For setting up the GST rates, select the GST Preferences option from the list and select according ledgers.
16. Select the GST rates that are applied to invoices that you work with. You can work in 3 differend modes: GST Enabled, Separated by Input / Output mode and in Separated by rate mode. Once finished, click on “Save” button.
17. For setting up the Round off / TDS / TCS / Discount, select the Total preferences option from the list and select corresponding ledgers.
Once finished selecting, click on “Save”
After setting up GST rates and Round off / TDS / TSC / Discount settins, click on “Sync company” button again.
Watch the video-tutorial on Connector settings:
Do you have any questions?
Please contact Entera Customer Center
help@entera.global
+91 (807) 127-9897
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www.enteraglobal.in
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