Short Answer: Open 'Configure books data', ensure 'TDS amount' is set to the correct column, verify values in 'Formatted preview (first 5 rows)', then click 'Save & apply'.
PreRequisites
- Books file uploaded and 'Configure books data' modal open.
Steps
-
Open 'Configure books data' for your books file.
You will see mapping fields including 'TDS amount' and a 'Formatted preview (first 5 rows)'. -
Under 'TDS amount', click 'Select column' and choose the column that contains TDS values from your file.
The TDS values populate in the 'Formatted preview (first 5 rows)'. -
If values include currency symbols or appear parsed incorrectly, clean the source column in your file so it contains numeric values only, then re-upload the file, or select a different column if appropriate.
Correct numeric TDS amounts should appear in the preview. -
Click 'Save & apply' to persist the corrected mapping.
The books mapping is saved with correct TDS amounts for reconciliation.
Troubleshooting
-
TDS shows 0.00 or blank after selecting column.
Likely Cause:
• Values include text or formatting that prevents numeric parsing.Action:
• Remove non-numeric characters (such as commas or currency symbols) from the source column and re-upload the file, or choose the correct numeric column.
Note: Check 'Formatted preview (first 5 rows)' immediately after selecting the TDS column to confirm the values are correct.