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What is the process to view Debit Note Book Report in Marg Books?

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Overview of Debit Note in Marg Books

Process to View Debit Note Book Report in Marg Books

OVERVIEW OF DEBIT NOTE IN MARG BOOKS

  • Debit Note Book option in Marg Books provides a detailed list of all the created debit note vouchers/transactions during a period.          
  •  The user can modify, delete and print the Debit Note Voucher as per the requirement. Apart from this, the user can also share the Debit Note Voucher via WhatsApp, Email & Google Drive as per the requirement.

PROCESS TO VIEW DEBIT NOTE BOOK REPORT IN MARG BOOKS

  • Firstly, click on the 'Report'.

  • A 'Combined Report' window will appear.
  • Select ‘Debit Note' option under ‘Books of Account’ tab.

  • A ‘Books of Account: Debit Note’ window will appear.
  • The user can view the details in the Debit Note i.e. Date, Voucher No., Particular, Debit and Credit amount.

  • In order to apply date filter, click on the ‘Date’ tab given in the Shortcut keys from the right side of the window.

A 'Date filter' window will appear.

  • In ‘From’ and ‘To’ fields, mention the dates i.e. from which date till which date the user needs to view the Debit Note Book Report.
  • Suppose select ‘1-02-2022’ to ‘31-03-2022’.

  • Click on 'Ok'.

  • The user can view the Debit Note Book is been generated of the selected dates.

  • The user can press 'Enter' on that particular entry to view the Debit Note Voucher.

  • A ‘Modify Debit Note Voucher’ entry will appear.

  • Apart from it, the user can modify, delete and print that Debit Note Voucher.

  • For now click on ‘Back’ button.

The user can share the Debit Note Book Report of the customers/parties via different options:

1. WhatsApp: Select this option if the user needs to share the Debit Note Book Report through WhatsApp.  

2. Email: Select this option if the user needs to share the Debit Note Book Report through E-mail.

3. Drive: Select this option if the user needs to share the Debit Note Book Report through Google Drive.

  • The user can refresh the Debit Note transactions of the Debit Note Book Report by clicking on the 3 horizontal lines as per the requirement.

  • Export: With the help of this option, the user can Export the Debit Note Book Report of a respective customer/party in any format (Excel, PDF, Word, CSV, etc.) 

  • An ‘Export’ window will appear. Select the ‘File Type’ as per the requirement.
  • Suppose select ‘Excel’.

  • Then click on ‘Save’ tab’.

  • The user can view that the ‘Excel’ file has been generated.

Fig 1: Process to Export Debit Note Book Report in Marg Books 

  • In order to Print the Debit Note Book Report of a respective customer/partyclick on the ‘Print’ icon as per the requirement.

Fig 2: Process to Print Debit Note Book Report in Marg Books 


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