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How to Create New Financial Year in Marg Books ?

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Overview of New Financial Year Creation in Marg Books

Process to Create New Financial Year in Marg Books

Effects After New Financial Year Creation in Marg Books

OVERVIEW OF NEW FINANCIAL YEAR CREATION IN MARG BOOKS

  • New Financial Year (2024-2025) is being created so that the user can easily start generating the entries from 1st April 2024 in the Software.

PROCESS TO CREATE NEW FINANCIAL YEAR IN MARG BOOKS

  • Firstly, click on 'Utilities & Tools'.

  • An ‘Utilities & Tools’ window will appear.
  • The user will click on 'New Financial Year'.

  • ‘Financial Year List’ window will appear.
  • The user can view that the current financial year is shown i.e. 2023-2024, in which the work is done currently.
  • Now, in order to create New Financial Year, click on 'Create' button.

  • ‘Create Financial Year’ window will appear in which the current financial year is shown in which the work is done i.e. 1st April 2023 till 31st March 2024.
  • Along with it, the New Financial Year i.e. 1st April 2024 till 31st March 2025 will also be shown which is been created.
  • The user will click on ‘Save’ button.

  • The user will automatically be directed to the dashboard window of the Marg Books.
  • The user can view that a dropdown with the name of ‘Financial Year’ has been added in which the current and the previous financial years will be shown.
  • The user will switch to the new financial year from the current year with the help of this dropdown.

  • A Confirmation window asking Are you sure you want to change financial year?will appear
  • Click on ‘Yes’.