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How to create Ledger in Marg Books App ?

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Ans.1
  • Firstly, click on 'Ledgers' option from the Dashboard window.

  • An 'Ledgers' window will appear.
  • The user will click on 'Add New' button.

An 'Add New Party' window will appear.

a. Account Group: Select the account group from the dropdown under which the ledger needs to be created.

b. Party Name: Enter the Party Name which needs to be created.

c. Station: Mention the name of the place from where the party belongs i.e. the Location.

d. Mobile Number: Mention the Party's Mobile Number'.

e. E-mail ID: Mention the Party's E-mail ID.

f. Address: Mention the Party's Address.

1. Billing Address: Mention the billing address of the Party.

2. Zip Code: Mention the Zip Code of the Party's Address.

3. Select State: Mention the state from where the party belongs.

g. Registration: Mention the details as per the requirement.

1. Registration Type: Select the party type from the dropdown as per the requirement i.e. Unregistered, Registered or Composition.

2. GST No.: Mention the GSTIN Number of the party which is issued by the government.

3. Drug Licence No.: Mention the Drug Licence Number of the party.

4. Drug Licence Expiry Date: Mention the Expiry Date of the Drug Licence Number.

h. Opening Bal.: If the user needs to take any amount from the customer that is pending then can mention that amount in the Opening Balance.

Also, select whether the amount is in Debit or Credit. For Customer, select 'Debit' & for Supplier, select ‘Credit’.

  • A 'Ledger Created Successfully' pop-up will appear.

After following the above steps, the user can view New Ledger will get Created in Marg Books App.


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