TALLY Export

 

Back Office > Data Export > Data Portal > Tally

 

Description

 

This feature is used to export SwiftPOS Sales data to Tally GL.

 

http://www.tallysolutions.com/ - This is an ERP System used in India and the UAE extensively.

 

Expand the Tally menu to access the following:

 

  1. Settings - Select to access the Settings screen (see below).
  2. Export - Select to access the Export screen (see below).

 

To Be Considered

 

  1. Sales data can be configured to automatically be exported as part of the End of Day process.
  2. Contact support@swiftpos.com.au for more information.

 


Pre-Requisites

 

  1. To make use of this feature, sites will need to be registered for the General Ledger Tally interface. This may incur an additional charge. To confirm charges, email registrations@swiftpos.com.au.
  2. Ensure that the Post Financial Data option is selected for those Locations for which Sales related data is to be exported.

 


Settings

 

Account Setup

 

 

Media/Account Assignment

 

 

Group/Account Assignment

 

 


Export

 

 

This screen is used to invoke the manual export of sales data for Tally.

 

  • Export Path - Displays the Export Path selected on the Settings screen.
  • Export Sales Journals for... - Select to open the Export Journal Data screen and select a Trading Date and Location Group (Venue) for which sales data will be exported.
  • Reset Sales Journals for... - Select to open the Reset Journal Data screen and select a Trading Date and Location Group (Venue) to reset sales export data. Use reset to re-export already exported data.

 


Related Topics

 

  1. Data Export
  2. Import/Export Overview