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.
Now, click on 'Send' button.
An 'Email sent successfully' pop up will appear.
After following the above steps, the user can view that the Selected Ledger Statement will get shared on Email through Marg Books.