Overview of Mode of Payment Report in Marg Books

Process to View Mode of Payment Report in Marg Books

Shortcut Keys Used in Mode of Payment Report in Marg Books

OVERVIEW OF MODE OF PAYMENT REPORT IN MARG BOOKS

• Multi of Payment Report provides you the detailed information about the ways from which the user has taken the payment from their customers i.e. Bank, Cash, Card etc. 

• The user can also view the transaction for the particular month which provides the detailed information about the inflows of Cash & Cash equivalents in the firm and in fact with the separate months. 

• The user can also share the report on email, WhatsApp, etc. as per the requirement.
  

PROCESS TO VIEW MODE OF PAYMENT REPORT IN MARG BOOKS

• Firstly click on the 'Reports'.

• A 'Combined Report' window will appear. Select 'Inventory Report'.

• Click on 'Mode of Payment'.

• Then the user can view the report of Mode of Payment.

• In order to View Date wise Mode of Payment Report then click on 'Date' tab shows at the right side of the dashboard.

• A 'Date filter' window will appear.

• In the ‘From’ and ‘To’ fields, enter from which date till which date the user wants to view the mode of payment report.

• Then click on 'Ok'.

• Now the user can view that the date wise Mode of Payment Report has been generated.

• In order to view a particular month transaction, then press 'Enter' on the respective month.

• An 'October Bill wise Mode of Payment' window will appear.

• In order to view/modify transaction, then press 'Enter' on the respective month. 

Fig. 1 Process to View/Modify Transaction in Marg Books

• The user can share the Mode of Payment Report via ‘WhatsApp’, ‘Email’ or ‘Google Drive’ by clicking on the ‘Share’ icon as per the requirement.

• Also the user can Export and Print the Mode of Payment Report as per the requirement.

A. Export: With the help of this option, the user can export the Mode of Payment Report in various formats i.e. Excel, PDF, Word, CSV, etc. as per the requirement. 

B. Print: With the help of this option, the user can print the Mode of Payment Report as per the requirement.

C. Refresh List: With the help of this option, the user can refresh the transactions of Mode of Payment Report by clicking on the 3 horizontal lines.

SHORTCUT KEYS USED IN MODE OF PAYMENT REPORT IN MARG BOOKS