X

Vendor Payments

Tally

Sync Purchase Vouchers

Sync Purchase Vouchers

Set up the mechanism to send and sync Purchase Vouchers uploaded in Tally with RazorpayX.

After you

set up and configure

the integration, you can send your

Purchase Vouchers

to RazorpayX and sync them for reconciliation.

How it Works

To set up the Purchase Vouchers workflow, you must:

  1. Send the Purchase Voucher to RazorpayX

    .

  2. Sync the voucher in RazorpayX

    .

  3. Make payments as per the invoices created in RazorpayX

    .

Watch the video below to understand how you can send Purchase Vouchers to RazorpayX, or read along.

You can also watch the

Send Purchase Vouchers to RazorpayX video in Hindi

.

Advantages

Some of the advantages of using the integration for sending and syncing Purchase Vouchers are the following:

  • Make bill entries in a single place, instead of maintaining multiple excel sheets.
  • Reduce effort in repeating, cross-checking the values transported between Tally and RazorpayX. This process removes the errors of repetition.
  • You can 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 in reviewing or rectifying entries.

Send and Sync Workflow

Here is how you send and sync purchase vouchers to RazorpayX.

1. Send Purchase Voucher

To send Purchase Vouchers to RazorpayX:

  1. Open your Tally application to show the Gateway of Tally page.

  2. Here, click R:Razorpay Settings from the right-side menu.

    Click R:Razorpay Settings from the right-side menu in the Tally application

    The RazorpayX Configuration (in Developer Mode) screen appears.

  3. On this page:

    • Enter Yes against Invoice Sync Settings.
    • Change the following settings:
    SettingsValue
    Send puchase vouchers to RazorpayXYes
    Send payment vouchers to RazorpayXNo

    Set the purchase voucher setting to Yes.

    Select Yes for Purchase Vouchers only

  4. After making the selection, enter the OTP sent to your registered email. Check your spam folder if you do not find the OTP in your primary inbox.

  5. Save your changes.

You have now 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.

2. Sync Purchase Voucher

To upload an invoice in Tally and see it sync in RazorpayX:

  1. Go back to Gateway of Tally → TRANSACTIONS → Vouchers.

    Click Vouchers under Transactions heading in Tally

  2. Select F9:Purchase and enter the invoice details to create a Purchase Voucher.

    Enter the Purchase Voucher details

  3. Return to Gateway of Tally and click UTILITIES → RazorpayX RazorpayX Bills → Bill Status.

    Steps to open the Bills Outstanding screen

    The Bills Outstanding (in Developer Mode) page appears.

  4. From the right-side menu, click F2:Period, and enter the duration in the From and To fields. The bills for that duration load on the page.

    All the unsynced bills appear as Not Synced under Bill Status

    The Bill Status is Not Synced for the invoices uploaded but not synced to RazorpayX.

  5. 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.

    Sync a specific bill from the duration or sync all bills

    You can also sync bills in bulk by clicking A:Sync All Bills from the right-side menu.

  6. A dialogue box appears asking confirmation of your action. Select Yes under Do you want to sync bill to RazorpayX.

  7. Shift to your

    RazorpayX Dashboard

    . Refresh the Vendor Payments Dashboard, and you can find that the latest invoice you have uploaded reflects in the top-most row.

To verify the details of the invoice uploaded via Tally, click the invoice to open invoice details view to the right-side of the screen, as shown.

latest bill synced in RazorpayX Vendor Payments Overview

This window shows the details as synced from Tally. The tick mark under the TALLY SYNC column that shows if the invoice was synced from Tally. If there are two tick marks, it means that the invoice is 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,

create a Contact of the type Vendor

and

create a Fund Account

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

payments

to them.

You have now successfully synced a Purchase Voucher made in Tally to RazorpayX. Know more about

syncing Payment Vouchers

.

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