Situation: If Tally is not running.
Resolution: Follow below steps:
Step 1: Inform merchant to open tally and company which needs to be synced.
Step 2: Restart the connector app to resolve the issue.
Disposition> If resolved Sync issue - Sync issue in Desktop
Situation: Company not open in Tally.
Resolution: Follow the below steps:
Step 1: Inform the merchant to open a company in tally.
Step 2: Restart the connector app to resolve the issue.
Disposition > If resolved Sync issue - Sync issue in Desktop
Situation: "PORT NO." IS ACTIVE ON TALLY YET SYNC IS NOT STARTING
Resolution:
If "Port no." is active on tally, restart desktop application to resolve the issue
Situation: If port no. is not updated on tally tab.
Resolution: follow the below steps
Step 1: Open the tally and check port no. is enabled or not.
Scenario 1: If not open then open it and check with the Tally settings. To enable the port number. Go to the tally > Help
Step 1: Click on Settings
Step 2: Click on connectivity
Step 3: Click on client/server configuration.
Step 4: Keep tally prime acting as BOTH, and check the 4 digit port number. (9000-9999)
Disposition > If resolved Sync issue - Sync Issue- Desktop
Situation: "Port No." in desktop application and tally are different.
Resolution: Please follow the below steps:
Step 1: Check the port no in the tally.
Step 2: Set the same port no in the connector application setting.
Step 3: Restart the application to resolve the issue.
Disposition: > If resolved Sync issue - Sync issue in Desktop
COMPANY IS NOT OPEN UNDER ODBC OF TALLY/MULTIPLE TALLY TABS RUNNING
Situation: If Company is not open under ODBC of tally/multiple Tally tabs running.
Resolution: Follow the below steps:
Step 1: Open the company under ODBC tab of tally.
Step 2: Set the same port no in connector app.
Step 3: Restart the connector app to resolve the issue.
Disposition > If resolved Sync issue - Sync issue in Desktop
Step 1: Open the tally and check port no. is enabled or not.
Scenario 1: If not open then open it and check with the Tally settings. To enable the port number. Go to the tally > Help
Step 2: Click on Settings
Step 3: Click on connectivity
Step 4: Click on client/server configuration.
Step 5: Keep tally prime acting as BOTH, and change the port number betweek 9000 to 9999 and restart tally.
Step 6: Open connector app and change the port number under tally settings and restart the connector app.
Scenario 2: If tally is Open, then open the company under ODBC tab of tally, as well the Desktop app is connected with the same ODBC configuration from Settings of Desktop app.
Step 7: Once both are connected and data is syncing properly then the issue is solved.
Disposition > If resolved Sync issue - Sync Issue- Desktop
Situation: If sync issue is due to Not connected to internet
Resolution: Follow below steps:
Step 1: Open "bizanalyst.in" the website in any browser and check if it is opening or not. If it is not opening then the network of the system is blocking the biz analyst and we need to inform the end user to contact their network provider to unblock the biz analyst website to connect.
Step 2: We can give an example to the customer by changing to a mobile hotspot as the internet and the connection issue will be solved when the network changes for the system.
Disposition > If resolved Sync issue - Sync issue in Desktop
Situation: Configure AWS tally with desktop app.
Resolution: Follow below steps:
Scenario 1: AWS tally configuration
Step 1.1: Computer and user management (This is an extension that can be logged in from the browser).
Click on the 3 Dot > Settings > Advanced Settings > Allow synchronization with local app > Yes > Save.
Step 1.2: Open the Virtual Computer 1.2 application in the desktop (If it is not installed, inform the customer to install it once).
Click on the 3 Dot > Connecting to virtual office & Logging in to client > Yes
Step 1.3: Open tally by clicking the connect option from the virtual computer.
Tally > Help > Settings > Connectivity > Client-server configuration > Tally prime acts as BOTH > Enable ODBC Yes > Port no- 9000-9999.
Step 1.4: Open virtual computer
Click on 3 dot > Sync connectivity information > Computer name/IP Address for sync - localhost > Tally port no for sync - same port no which is set in tally > Click Start option.
Step 1.5: Open Bizanalyst desktop application
Desktop app > Settings > Tally > localhost/port no > Save.
Now desktop app will start syncing with the AWS tally.
Disposition > If resolved Sync issue - Sync Issue AWS cloud tally
Scenario 2: Sync option in the virtual computer is not turning green
Step 2.1: Open C drive in the merchant's system
Step 2.2: Open Program File (x86)
Step 2.3: Open Virtual computer folder
Step 2.3: Delete lock files only if the size is below 0.9 kbs
Step 2.4: Please don't delete the lock file if it is more than 0.9 kbs
Step 2.5: Now click on sync option in virtual computer, you will notice it turn green
Step 2.6: Open Bizanalyst Desktop app > Settings > Tally > localhost/port no > Save.
Disposition > If resolved Sync issue - Sync Issue AWS cloud tally
If Not Resolved
If the above steps are not working inform merchant to talk to tally partner/Provider
Step 1: Explain to the customer how to connect the Cloud tally with the Biz desktop app. Let the customer know that to connect we need a Static IP address of the cloud tally and an open ODBC port for syncing the data.
Step 2: Inform the end user that the details of Static IP address and open ODBC port will be provided by their Cloud provider.
Step 3: After Receiving these details, update it in the desktop app in Settings > Static IP address in Tally host and Open ODBC port in Tally port.
Scenario 1: If the tally is configured with the details provided by the customer
Disposition > Sync issue - Sync Issue- Desktop
Scenario 2: Customer informs he will call us back once he receives Static IP address and open ODBC port no
Disposition > Desktop app Troubleshooting - Static IP address port number required
Note- If the issue is not resolved, then forward that call to the L2 team or raise a ticket.
NEED TO GET THE STATIC IP ADDRESS and PORT NO.
If merchant informs he will call us back once he receives Static IP address and open ODBC port no., assist customer to put the IP address and static port number in Desktop app or customer can call us back as well.
> Disposition: Desktop app Troubleshooting - Static IP address port number required
Situation: If there is a issue with cloud tally configuration.
Resolution: Follow the below steps:
Step 1: Explain to the customer how to connect the Cloud tally with the Biz desktop app. Let the customer know that to connect we need a Static IP address of the cloud tally and an open ODBC port for syncing the data.
Step 2: Inform the end user that the details of Static IP address and open ODBC port will be provided by their Cloud provider.
Step 3: After Receiving these details, update it in the desktop app in Settings > Static IP address in Tally host and Open ODBC port in Tally port.
> Scenario 1: If the tally is configured with the details provided by the merchant
> Disposition: Sync issue - Sync Issue AWS cloud tally
Please follow the below steps:
Step 1: For this check the company sync year on desktop app
Step 2: Check if the sync from year in desktop app and financial year in tally are same(Example : if tally data is from 1st April 2021 to 31st March 2024 same sync from year and month should be selected in desktop app)
Step 3: Click on edit option beside the company name in desktop app. Select the sync from month and sync from year accordingly and then click on update.
Step 4: Company will start syncing, once it gets synced 100% you will get to see complete data on your mobile app
Disposition If resolved : Sync issue - Sync issue Desktop
If not resolved, follow as below:
If everything is perfect and yet the customer is facing the same issue inform the customer to check if the financial year is selected in the mobile app(Dashboard page > Financial year)right below Item, Party, collection financial year is mentioned change it accordingly.
Disposition If resolved : Sync issue - Sync issue Mobile