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:
- Settings - Select to access the Settings screen (see below).
- Export - Select to access the Export screen (see below).
To Be Considered
- Sales data can be configured to automatically be exported as part of the End of Day process.
- Contact support@swiftpos.com.au for more information.
Pre-Requisites
- 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.
- 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.
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