How to generate a voucher report for Tally Integration in MProfit?

In this tutorial, we will explain how to generate a voucher report for Tally Integration in MProfit.

The MProfit Tally Utility converts voucher reports downloaded from your MProfit account into Tally ledger, group, and transaction files that can be seamlessly imported to Tally.

This automation eliminates the need for hundreds of hours of manual work by automatically creating ledgers and vouchers in Tally.

This video will explain how to download a voucher report file for your portfolio.

Step 1: Login to your MProfit account and select the investment section (INV).

Step 2: As you can see we have A Mehta - ICICI and A Metha - Zerodha.

So, we have two portfolios for A Mehta.

Click the (+) sign.

Step 3: Select Add Account Portfolio for Tally Integration from the drop-down list.

Step 4: For the Account Name enter A Metha.

Then, select all the portfolios related to A Mehta.

Here, we have A Mehta - ICICI and A Mehta - Zerodha.

You can also choose to include income details by ticking the Include Income Payout in Voucher Export? option. 

This option will encompass all income entries such as Dividend Payout, Interest income, Rent income, and TDS details if any.

Step 5: Once done, click Save.

Step 6: Now, click Download Vouchers.

Step 7: Customize the Date of the voucher report.

Step 8: Then click Generate Report.

Step 9: Finally, click here to download the report.

This is how you can generate a voucher report for Tally Integration in MProfit!