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FAQ's

Q.

How to Create a New Financial Year in Marg Books ?

The new financial year (2025-2026) needs to be created in Marg Books to ensure that users can start recording transactions from April 1, 2025 without affecting previous financial records. This allows for a seamless transition into the new accounting period while keeping past data intact.

Q.

How to Switch Between Financial Years in Marg Books ?

Marg Books provides a simple and efficient way to switch between financial years. Users can easily navigate between the current and previous financial years to review past records, generate reports, or make necessary adjustments without disrupting ongoing operations.

Q.

How to Delete Financial Year in Marg Books ?

If a financial year is mistakenly created, Marg Books allows users to delete it effortlessly. This feature ensures that businesses maintain accurate records and avoid unnecessary confusion. The process is straightforward and helps in managing financial data efficiently.

Q.

How to Assign Financial Year Permissions to Users in Marg Books ?

In Marg Books, administrators can assign financial year-related permissions to specific users or operators. This ensures proper task distribution, allowing different team members to access reports, accounts, and master data based on their roles. Assigning permissions enhances transparency and improves workflow efficiency.

Q.

What is the process of the Sale Bill ( Wholesale Bill ) in Marg Books ?

A Sale Bill (Wholesale Bill) is a document that records the details of products sold in bulk, including item descriptions, quantities, prices, discounts, and applicable taxes. Marg Books allows users to generate and manage wholesale sale bills efficiently, ensuring accurate record-keeping and compliance with business requirements.

Q.

How to Sign Up and Login in Marg Books ?

Marg Books stands out as a comprehensive online accounting software meticulously crafted to streamline and simplify the intricate day-to-day operations encountered by small and medium-sized businesses.

Q.

How to Create / Modify / Delete Item in Marg Books ?

Item Master in Marg Books is used for the creation of items or products. It is necessary to create items to maintain the stock in the software.

Q.

What is the process of Purchase Bill in Marg Books ?

Purchase Bill is a document issued by a seller to a buyer to confirm the sale of goods or services. Purchase bills are crucial for both buyers and sellers for accounting and record-keeping purposes.

Q.

Marg Books Shortcut Keys

Shortcut keys in Marg Books enable users to directly access entries and options, eliminating the need to navigate through various menus repeatedly to locate them.

Q.

How to create User and Assign Roles to User in Marg Books ?

With the help of user creation, different tasks can be managed by the different users and owners can also keep the track of the working of the users without any failure.

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