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How to share a Particular Ledger Statement through Email in Marg Books ?

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Ans.1
  • Firstly, go to 'Master > Account Master > Ledger.

  • A 'Ledger Master' window will appear.
  • The user will select the ledger, which needs to be shared through email.
  • Suppose select 'A2Z Pharmacy' and press 'F4' key on it.

  • A 'Selected Ledger Statement' window will appear.
  • The user will click on 'Share Icon' then click on 'Email' button.
  • Now, select whether to share the statement in Excel Format or PDF Format.
  • Suppose click on 'PDF Format'.

  • A 'New Email' window will appear.
  • In 'To' field, the selected Ledger Email ID will be automatically populated. If the recipient's ID is not available, they have the option to make changes as needed.
  • In 'Subject' field, the user will enter the subject of the mail as per the requirement.