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How to view Outstanding of a Particular Ledger on Ledger List window in Marg Books ?

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Overview of Ledger Outstanding in Marg Books

Process to view Ledger Outstanding in Marg Books

Other Filters of Ledger Oustanding in Marg Books

Shortcut Keys of Ledger Oustanding in Marg Books

OVERVIEW OF LEDGER OUTSTANDING IN MARG BOOKS

  • A Ledger Outstanding refers to an outstanding balance or amount recorded in a ledger which is an unpaid or unresolved amount, such as an unpaid invoice, a pending payment, or an outstanding debt owed by a customer or client.
  • In Marg Books, the user can view a Particular Ledger Oustanding report on Ledger List window.

PROCESS TO VIEW LEDGER OUTSTANDING IN MARG BOOKS

  • Firstly, go to Master > Account Master > Ledger.

  • A 'Ledger Master' window will appear.
  • The user will select the ledger for which outstanding report needs to be viewed.
  • Suppose select 'A2Z Pharmacy' and press 'F8' key on it.

  • A 'Selected Ledger Outstanding' will get displayed.

The user can use the following shortcut keys:

a. Date: The user can filter outstanding based on their specific date requirements.

b. Filter: The user can filter options based on a condition i.e. display data for parties with the same address.

c. Configuration: The user can enable options to view oustanding reports easily i.e. contact number, party address, show overdue etc.

d. Party Wise: The user can view the Oustanding Bill along with the Party's Name.

e. Summarised List: The user can view the summary list of the outstanding report.

f. Ageing Analysis: The user can examine the outstanding amounts based on their ageing.

g. Detailed: The user can view the detailed list of the outstanding reports.

OTHER FILTERS OF LEDGER OUTSTANDING IN MARG BOOKS

a. Excel: The user will click on Excel icon to generate the ledger oustanding report in Excel format.

b. PDF: The user will click on PDF icon to generate the ledger outstanding report in PDF format.

c. Print: The user will click on print icon to print the ledger outstanding report.

d. Share: The user will click on share icon to share the report.

WhatsApp: The user will click on WhatsApp icon to share report through WhatsApp.

Email: The user will click on Email icon to share report through Email.

Drive: The user will click on drive icon to share report through drive.

e. The user will click on 'Three Horizontal' lines and select 'Refresh List' to refresh the item list.

SHORTCUT KEYS OF LEDGER OUSTANDING IN MARG BOOKS

Options Shortcut Keys
Date D
Filter F
Configuration C
Party Wise F7
Summarised List F9
Ageing Analysis F4
Detailed F8


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