How to Push Invoice to Tally

Purpose

This SOP explains the process to push invoices from StaffingGo to Tally using the Tally Status tab.

Pre-Requisites

✔ Tally integration must be configured
✔ Invoice should be generated and approved

✔ Before generating invoice the ledgers should be mapped.
✔ Invoice status should be available under “Yet to Initiate Tally Invoice”

✔ User should have Financials access

Navigation Steps

Step 1: Login to Portal

• Login to StaffingGo with valid credentials

Step 2: Go to Financials Module

• From the main menu, click on Financials

• Click on Tally Status tab

• Click on Yet to Initiate Tally Invoice

    

Step 3: Select the Invoice

• The list of invoices pending for Tally push will be displayed

• Identify and select the required invoice

• Click on the 3 dots (⋮) next to the selected invoice

• Click on Push to Tally