> ## Documentation Index
> Fetch the complete documentation index at: https://razorpay-60c89f9a-mintlify-audit-missing-sections-1778528421.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrate RazorpayX Advances with Tally

> Tally may require more information than originally provided while making a payout. With this integration and the initial configuration, the process of filling up the required details is automated. You can make configurations with [**Rules & Configurations**](/x/accounting/zohobooks#rules-configuration) under General and Account Mapping to start. [Payouts](/x/payouts) made via your RazorpayX account are recorded as **Expenses** under Accounting.

You can filter and view the **Expenses** by:

* Debit Account
* Payment Method
* Payout Purpose
* Tally Account

## Life Cycle

Each payout appears under Accounting Expenses after it is `processed`.

* It is first visible under the **Categorise** tab.
* Once you enter the required information, it moves to the **Review** tab.
* After you review the payout, it moves to the **Sync** tab, which means that the particular payout has been synced with your Tally account.

## Categorise

Certain payouts are not synced with Tally due to information unavailability. These payouts show up in the **Categorise** tab. To provide complete information:

<Steps>
  <Step title="Click on the entry you want to categoise.">
    Click on the entry you want to categoise.
  </Step>

  <Step title="In the right-hand side pane, click **CATEGORISE**.">
    In the right-hand side pane, click **CATEGORISE**.
  </Step>

  <Step title="Select your Tally **Expense Account** and **Ledger** from the drop-...">
    Select your Tally **Expense Account** and **Ledger** from the drop-down menu.
  </Step>

  <Step title="Select the **Tax Slab**.">
    Select the **Tax Slab**.
  </Step>
</Steps>

The payout moves to the **Review** tab.

You can automate this process to an extent by setting [**Purpose Rules**](/x/accounting/zohobooks#rules). This means that you can select a corresponding **Tax Slab** and the **Tally Expense Account** to which you want the payouts, with that particular purpose, to sync.

**Example**:

* Payouts **Purpose**: `Payslip`
* **Tax Slab** selected under Purpose Rules: `12%`
* **Tally Expenses Account** selected under Purpose Rules: `Employee Costs`

This means, everytime a payout's purpose is recorded a `Payslip` while making the payout, we automatically sync it to the `Employee Costs` Expenses Account on Zoho with a `12%` Tax Slab. Hence, the payout directly appears on the **Review** tab instead of the **Categorise** tab and reduces the manual effort of categorising each time.

<Info>
  **Handy Tips**
</Info>

* You can also choose to **EXCLUDE** the entry. With this, the payout will not be categorised in RazorpayX. It will remain in an intermediatory state and you can categorise it later directly on Tally.
* It is also automatically excluded when the categorisation fails to sync. You can see the **Exclude** tab to check on any missed expenses on Tally.

## Review

If all the information is present, the payout is showed in the review tab. Select the payout you want to review and click **SYNC NOW** to sync the payout with Tally. You can also select multiple or all payouts in the Review tab and sync them.

## Sync

The **Sync** tab has all the payouts that were synced to your Tally account. Select the particular payout to view more details, including the timelines and find them in the right pane. You can also find the sync status of an entry under the **Payouts** tab.

In case the sync fails, you can either **FIX & RETRY SYNC** or **EXCLUDE** the entry. If you choose to exclude, the payout will not be categorised. It will remain in an intermediatory state and you can categorise it later directly on Tally.