Tally Integration Setup & Auto Sync:
Auto Sync Frequency: The minimum sync interval is 10 minutes.
1. New customers must undergo manual setup by the Tally team before using Auto Sync.
2. Auto Sync for existing customers will function without additional setup.
3. Auto Sync toggle allows the customer to enable or disable sync.
4. Manual Sync can still be performed as an alternative to Auto Sync.
Data Import Process:
Transaction Types Supported: The integration supports the following transaction types:
1. Sales
2. Purchases
3. Payments
4. Receipts
5. Journal Vouchers
Transaction Import: All transactions from Swipe will be recorded in Tally with relevant ledger assignments (e.g., Sales under the Sales ledger, Purchases under the Purchases ledger).
Ensure errors are rectified in the preview page before importing data into Tally.
Note: New Tally Company is recommended for importing data, as importing into an existing company could cause confusion or errors.
Ledger Management:
Automatic Ledger Creation: Tally will create default ledgers based on Swipe data, including GST, TDS, and other taxes, categorized under the Taxes & Duties group.
1. No customization is allowed for tax ledger bifurcation (e.g., 9% CGST, 9% SGST).
2. POS Sales: Sales with no customer name will be treated as B2C (Point of Sale) transactions.
Customer & Vendor Details:
The customer name recorded in Swipe will be synced to Tally, not the company name.
Transaction Updates and Deletions:
Any changes made in Swipe will be automatically reflected in Tally.
Note: No duplicate records will be created for updated or edited transactions; Deleted transactions or ledger entries in Swipe will also be deleted in Tally.
Password and Login Management:
Once the passcode for Tally is generated in Swipe, it will remain valid until the next passcode generation or removal of the passcode from the Tally login page.
Tax and GST Integration:
GST Ledgers (e.g., CGST, SGST, IGST) are created in Tally for both Input and Output Taxes based on the tax types.
Note: No customization is allowed for tax ledger creation, including percentage bifurcation (e.g., 9% CGST, 9% SGST).
E-Way Bill & E-Invoice Integration:
E-way bill number and IRN (Invoice Reference Number) created in Swipe will be recorded in Tally under Invoice Details.
Voucher Number Management:
After integration with Tally, you must change the voucher settings in Tally from Automatic to Manual Override to maintain consistent voucher numbers in both Tally and Swipe.
Journal Voucher for GST-Related Expenses:
Expenses recorded under GST in Swipe will be imported into Tally as Journal Vouchers.
FAQs on Tally Integrations
1. Does Tally Integration works for Tally ERP 9?
No, Tally integration will only work for Tally Prime and above versions.
2. Does Tally integration works for Windows 7?
No, the system should be Windows 10 and above.
3. Will GST ledger be bifurcated based on tax rates?
No, tax ledgers will be bifurcated only between input & output tax.
4. Does Tally auto sync works for existing Tally manual import customers?
Yes, simply switch on the toggle "sync running", auto sync will enable.
5. Does the passcode in Tally expire?
No, not until you regenerate the passcode in Swipe or remove the same in Tally login page.
6. Will same invoice numbers will be maintained in both Tally and Swipe?
Yes, it would be maintained if default voucher settings has been changed from automatic to manual override.
7. How additional charges in Swipe are considered in Tally?
Any type of additional charges, will be considered as a separate products or items in Tally.
8. Does discounts recorded in Swipe will be imported to Tally?
Yes, it will be.
9. How POS (Point Of Sale) will be recorded in Tally?
POS will be recorded under the ledger name of POS sales, if there is no customer name for transaction.
10. Can we import the transactions month-wise?
Yes, on transaction import we can select the date range as per your requirement.