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You can filter and view the Bills by:
  • Payment Status
  • Tally Account

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Life Cycle

Each vendor payment appears under Accounting Bills 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 vendor payment, it moves to the Sync tab, which means that the particular vendor payment has been synced with your Tally account.

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Categorise

Certain invoices are not synced with Tally due to information unavailability. These vendor payments show up in the Categorise tab. To provide complete information:
1

Click on the entry you want to categoise.

Click on the entry you want to categoise.
2

In the right-hand side pane, click **CATEGORISE**.

In the right-hand side pane, click CATEGORISE.
3

Select your Tally **Expense Account** and **Ledger** from the drop-...

Select your Tally Expense Account and Ledger from the drop-down menu.
4

Select the **Tax Slab**.

Select the Tax Slab.
The vendor payment moves to the Review tab. You can automate this process to an extent by setting Contact Rules. This means that you can select a corresponding Tally Expense Account to which you want the vendor payments made to that particular vendor, to sync. Example:
  • Vendor Contact name: Gaurav Kumar
  • Tally Expenses Account selected under Purpose Rules: Regular Vendor
This means, everytime a payment is made to Gaurav Kumar via RazorpayX, we automatically sync it to the Regular Vendor Expenses Account on Tally. Hence, the vendor payment directly appears on the Review tab instead of the Categorise tab and reduces the manual effort of categorising each time.
Handy Tips
  • You can also choose to EXCLUDE the entry. With this, the vendor payment 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.

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Review

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

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Sync

The Sync tab has all the vendor payments that were synced to your Tally account. Select the particular vendor payment 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 Vendor Payments 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.