Sync Purchase Vouchers
Set up the mechanism to send and sync Purchase Vouchers uploaded in Tally with RazorpayX.
After you
the integration, you can send your Purchase Vouchers to RazorpayX and sync them for reconciliation.To set up the Purchase Vouchers workflow, you must:
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Watch the video below to understand how you can send Purchase Vouchers to RazorpayX, or read along.
You can also watch the
.Following are the advantages of using the sync purchase vouchers flow:
- Make bill entries in a single place instead of maintaining multiple Excel sheets.
- You need not spend time cross-checking the synced values. This integration removes the errors of repetition.
- Move Payment Instructions, bank account details and other sensitive data with complete accuracy.
- Automate the payment entry and reconciliation in Tally.
- Verify the invoices created only once. You need not spend time reviewing or rectifying entries.
Check the process to send and sync purchase vouchers to RazorpayX.
To send Purchase Vouchers to RazorpayX, you must configure that setting in Tally.
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Open your Tally application to show the Gateway of Tally page.
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Click R:RazorpayX Settings from the right menu.
The RazorpayX Configuration (in Developer Mode) page appears.
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On this page:
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Enter Yes against Invoice Sync Settings.
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Change the following settings:
Set the purchase voucher setting to Yes.
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After selecting Yes, enter the OTP sent to your registered email. Check your spam folder if you do not find the OTP in your primary inbox.
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Save your changes.
You have successully configured the settings to send Purchase Vouchers to RazorpayX.
Watch Out!
Select either Purchase vouchers or Payment vouchers. You cannot choose Yes for both Purchase vouchers and Payment vouchers. If you do so, Tally shows an error.
To creat a purchase voucher in Tally and sync it in RazorpayX:
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Go to Gateway of Tally → TRANSACTIONS → Vouchers.
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Click F9:Purchase. Enter the invoice details to create a Purchase Voucher.
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Go to Gateway of Tally → UTILITIES → RazorpayX. Under RazorpayX, go to RazorpayX Bills → Bill Status.
The Bills Outstanding (in Developer Mode) page appears.
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From the right menu, click F2:Period and enter the duration in the From and To fields. The bills for that duration load on the page.
The Bill Status is Not Synced for the invoices uploaded but not synced to RazorpayX.
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Click spacebar on your keyboard to select a particular bill, or multiple bills, and click S:Sync Selected Bills to sync the selected bill/s.
You can also sync bills in bulk by clicking A:Sync All Bills from the right menu.
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A dialogue box appears asking for confirmation of your action. Select Yes under Do you want to sync bill to RazorpayX.
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Shift to your
. Refresh the Vendor Payments Dashboard, and you can find that the latest invoice you have uploaded reflects in the topmost row.
To verify the details of the invoice uploaded via Tally, click the invoice to open the invoice details view to the right of the page, as shown.
This page shows the details as synced from Tally.
- The single tick mark under the TALLY SYNC column shows whether the invoice was synced from Tally.
- The double tick marks mean that the invoice is synced and reconciled too.
Handy Tips
In the invoice details pop-up page, you find the Payout to vendor section. This is the vendor's contact and bank details as saved in RazorpayX.
If the section is empty,
of the type Vendor and for that Contact.This is a one-time process. If you regularly make purchases from and payments to that Vendor, you can simply make regular
to them.You have now successfully synced a Purchase Voucher made in Tally to RazorpayX. Know more about
.After you send and sync the vouchers in RazorpayX, you can pay the invoices in the following ways:
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All the payments made can be brought back to Tally. Know more about
to Tally from RazorpayX.- Keyboard shortcuts in /
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