Tally IRA makes data import faster and easier in TallyPrime. After importing data, users can manage draft transactions from one screen and use the right-side buttons to review, filter, correct, and save entries quickly.
These options help users reduce manual work and make the daily Tally entry process more accurate and efficient.
Key Buttons Available After Data Import in Tally IRA
1. Change Company
Using the F3 button, users can change the company directly from the draft transaction screen.
2. Voucher Type Filter
If multiple voucher types like Sales, Purchase, or others are imported together, users can filter and view entries voucher-wise.
3. Details View
The Details option helps users check complete voucher information before saving the entry.
4. File Import Summary
This option shows the history of imported files. Users can check who uploaded the file, date and time, voucher type, import status, and remarks if any error or failure occurs.
5. Refresh Details
Users can refresh the screen to update the latest transaction details.
6. Update Mapping
If any ledger or detail is missing, users can select the entry and use Update Mapping to complete the pending mapping before saving.
7. Set Date
With the Set Date option, users can assign a specific date to the selected voucher before converting and saving it.
8. Set Accounting Ledger
Users can set or update the accounting ledger for imported entries if required.
9. Basis of Value
This option allows users to filter entries based on status, such as:
* All entries
* Action required
* Ready to convert
This makes it easier to focus only on entries that need correction or are ready to save.
10. Change View
Users can change the view and check imported data voucher-type-wise.
11. Show Imported File
This option opens the original imported document, so users can verify the entry with the uploaded file.
12. Show Potential Duplicate
This is a very useful feature that helps identify possible duplicate entries. If the same voucher is already entered manually, users can check it before saving the imported entry.
13. F12 Configuration
Using F12 Configure, users can enable or disable fields like reference number, inventory details, and other display options as per their requirement.
Why These Buttons Are Useful
The right-side buttons in Tally IRA help users review imported data, correct missing details, avoid duplicate entries, and save vouchers faster.
For businesses that import bills, invoices, and accounting data regularly, these features can save time and improve accuracy in day-to-day accounting work.
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