Overview of Back Date Billing in Marg Books

Process to Enable Back Date Billing for User in Marg Books

Process to Disable Back Date Billing for User in Marg Books

OVERVIEW OF BACK DATE BILLING IN MARG BOOKS

• Back date billing is an inbuilt feature in Marg Books through which an Administrator can enable or disable  the back date billing for specify users.

• Through this option, no user can enter any bill for the back date.  

PROCESS TO ENABLE BACK DATE BILLING FOR USER IN MARG BOOKS

Please remember that the following settings can be done only by the Administrator. Sub users can't do these settings.

• From the right side of the dashboard window, click on ‘Settings’ icon.

• A ‘Dashboard setting’ window will appear.

• In User Access & Privilege field, click on ‘Configure’ tab.

• Select 'Roles'.

• In order to enable back date billing, the user will click on ‘edit’ icon against that particular user power(Roles) for which the back date billing needs to be enabled. 

• Now click on 'Common Rights' button.

• In ‘Back Date Billing Allowed?’ option:

a. Issue: Select if the user needs to enable back date billing only in sale.

b. Receive: Select if the user needs to enable back date billing only in purchase.

c. Both: Select if the user needs to enable back date billing for both the transactions i.e. Sale and Purchase.

• Suppose select 'Issue'.

• Then press 'ESC' key to save the changes.

• An alert window of Save Changes window will appear.

• Select ‘Yes’ to save the changes.

• After following the above steps, the user needs to Re-Login the software(User's Software).

•  Now in order to Re- login, the user will click on 'Profile' icon on the main screen of the software. 

• Click on 'Log Out'.

• A 'Sign In' window will appear in which the user will enter the Password. 

• Then click on 'Sign In'.

• After following the above steps, the back date billing will get enabled for the user.

• Suppose Current Date is 07/08/2021 and the user needs to create bill for 05/08/2021.

PROCESS TO DISABLE BACK DATE BILLING FOR USER IN MARG BOOKS

• From the right side of the dashboard window, click on ‘Settings’ icon.

• A ‘Dashboard setting’ window will appear.

• In User Access & Privilege field, click on ‘Configure’ tab.

• Select 'Roles'.

• In order to disable back date billing, the user will click on ‘edit’ icon against that particular user power(Roles) for which the back date billing needs to be disabled. 

• Now click on 'Common Rights' button.

• In ‘Back Date Billing Allowed?’ option, the user will select 'No.'.

• Then press 'ESC' key to save the changes.

• An alert window of Save Changes window will appear.

• Select ‘Yes’ to save the changes.

• After following the above steps, the user needs to Re-Login the software(User's Software).

• Now in order to Re- login, the user will click on 'Profile' icon on the main screen of the software. 

• Click on 'Log Out'.

• A 'Sign In' window will appear in which the user will enter the Password. 

• Then click on 'Sign In'.

After following the above steps, the back date billing will get disabled for the user.

Suppose Current Date is 07/08/2021 and the user needs to create bill for 05/08/2021.