Overview

Mysa simplifies syncing your payment entries to Zoho Books and Tally, ensuring accurate financial records. Payments and bills are synced separately by Mysa. Follow this detailed guide to understand how payments are synced.

Before You Start

Ensure:

• Payments are completed in Mysa.

• Zoho Books or Tally is open and properly configured.

Payment sync flow for Tally

Payment Status Indicators

(P) - Identifies payment entries in the action column

- ✓ Check mark - All required sync information is complete and ready

- ? Question mark - Missing information that needs to be provided

Syncing Payments to Zoho Books

Payment Against a Bill

When a payment is made against an invoice:

• Mysa automatically syncs this payment to Zoho Books.

• The synced payment appears under the Synced tab

Direct or Advance Payments

Payments without an invoice:

• Automatically synced as direct payments in Zoho Books.

• Treated as advance payments.

How to Link a Direct Payment or Advance to a Bill

1. During AP Review, the total advance available against the vendor will be shown in the payment details.

2. Click on the advance amount to view all direct payments and available advances for that vendor.

   

3. Select and apply the specific direct payment or advance to the bill that needs to be mapped.

   

4. Sync the bill as usual. The payment will already have been synced and will now be automatically linked to the bill in the ERP.

If Payment Sync Fails

• The payment entry appears in the Needs Review tab.

• Review and verify all necessary details.

• Once confirmed, re-sync the payment from the Ready to Sync tab.

Syncing Payments to Tally

Payment Against a Bill

1. Ensure Tally is running on the same system and the relevant Company is opened in Tally

2. After payment completion, confirm details in the Needs Review tab:

   • ERP Vendor selected.

   • Paid Through information provided.

   

3. Move the entry to the Ready to Sync tab.

   

4. Click Sync to Tally.

After Syncing

• Verify the relevant ledger or invoice in Tally.

• Confirm payment entry linkage.

Direct Payments to Tally

• Must be manually mapped in Tally.

If Payment Sync Fails

• Entry returns to the Needs Review tab.

• Verify details and attempt re-sync.

FAQs

Q1: How quickly do payments sync?

A: Payments typically sync within a few seconds to Zoho Books, while syncing to Tally depends on the Tally connection speed and system performance.

Q2: Can I sync multiple payments simultaneously?

A: Yes, select multiple payments in the Ready to Sync tab and initiate bulk syncing to streamline your workflow.

Q3: What should I do if I encounter repeated sync failures?

A: Check the error details in the Needs Review tab, ensure all required fields are accurate, and if issues persist, raise a support ticket directly from Mysa for assistance.