Overview Of Carry Balances Option in Marg Software

Process To Run Carry Balance Option in Marg Software

OVERVIEW OF CARRY BALANCES OPTION IN MARG SOFTWARE

• Carry Balances Option in Marg Software is used when one financial year is completed, and the user needs to transfer the balances into the next financial year.

• In other words, if the user forgets to transfer any ledger balances, Outstanding or Challan from the previous financial year to the New Year then with the help of the ‘CARRY BALANCES’ option, the user can easily transfer the ledger balance, Outstanding to the New Financial Year.

PROCESS TO RUN CARRY BALANCE OPTION IN MARG SOFTWARE

**Points To Remember**

1. Please Remember that Don’t delete the New Financial Year once created as Challans are transferred only once.

2. If the user is using Multi-user Software, then the software must be turned off from all the node systems & Run the Carry Balances Option on the main system.

3. Take the Backup of the New Financial Year.

4. Close the Server Backup File.

Case 1.

If the user has made any changes in the previous year and wants to bring their effect to the New Financial Year, then after doing the changes in the previous year, a pop-up window of Carry Balances will be displayed in the New Financial Year.

• The user needs to click on 'Yes' to transfer the previous year’s changes to the New Financial Year.

Case 2.

If the pop window does not display then the user needs to follow the below steps:

• Go to Reports >Management Report > Utilities > CARRY BALANCES.

• A ‘Carry Balance’ window will appear.
• Click on ‘Yes’.

• A ‘Carry Options’ window will appear with a few options.
• If the user needs to Transfer the ledger balances, Outstanding, PDC, Stock Balances, Sales Challan, Pending Orders, etc. from the previous/last financial year to the New Financial Year, select ‘Yes’ from the dropdown.

• In ‘Carry General Reminder’ option, the user will select ‘Yes’ from the dropdown.

• A message of ‘Start Carrying from Last Year’ will appear.
• The user will Select ‘Yes’.

After following the above steps, the user can Run Carry Balance in Marg Software.