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How to view Outstanding Receivable Report in Marg Books App ?

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Ans.1

Case 1:

  • The 'Outstanding Receivable' report can be accessed by the user through the 'Dashboard' window.

Case 2:

  • Firstly, click on 'Horizontal Lines'.

  • Click on 'Reports > Oustanding Receivable'.

  • An 'Outstanding' report will get displayed.

  • The user will click on 'Calendar Icon'.

  • 'Select Date' window will appear.
  • The user will select options for which the report needs to be viewed.
  • Suppose select 'Current Year'.

  • The user will select a particular 'Debtor Ledger' to view all Transactions.
  • Suppose select 'Ram'.

  • A selected Ledger Oustanding Transactions will get displayed.

  • The user will click on 'Modify' icon to modify the ledger.

  • The user will click on 'PDF' icon to generate report in PDF.

  • 'Ledger Oustanding Transaction PDF' will get displayed.

a. Print: Select the option to print ledger transactions.

b. Download: Select the option to download the ledger transaction.

c. Share: Select the option to share ledger reports through i.e. Mail/WhatsApp etc.


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