Troubleshooting vendor bills

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The extracted details are wrong or incomplete

Every field on the review page is editable before approval. Correct the values, then approve. Poor scans and handwritten bills reduce extraction accuracy, so upload the vendor’s original PDF where you can.

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The bill was matched to the wrong vendor

Select the correct vendor from the dropdown. If the vendor does not exist yet, add them first, then reopen the bill. The vendor here becomes the party ledger in Tally, so it has to be right before approval.

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The bill is an expense, but item rows are shown

Use the Ledger Details section and select the relevant expense ledger. See Item bills and expense bills.

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The item name was read correctly but is not mapped

Extraction reads the name from the bill. It cannot always match it to your Tally stock item. Select the correct item from the dropdown on that row.

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The bill will not save without a godown

Tally requires the godown the stock is received into. Select one in the item row. With a single godown the field fills in automatically, so a blank field usually means the item has no godown mapped in Tally.

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The GST does not match the vendor bill

GST is derived from the item’s tax rate and the place of supply. Check the GST Registration in the header and the vendor’s place of supply. Intra-state purchases should show CGST and SGST, inter-state should show IGST. If reverse charge applies, set Reverse Charge to Applicable.

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The grand total does not match the uploaded bill

Look for extra charges on the bill that have not been added as ledger lines: freight, packing, discount, or round-off. Then check the quantity and rate on each item row.

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The bill is still in Needs Review after I reviewed it

Reviewing is not approving. Click Approve or Approve & Next at the end of the review to move the bill to All Bills.

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The bill is approved but not in Tally

Approved bills sit in All Bills until you sync. Go to the All Bills tab and click Sync.