Overview of Ledger Report

Process to View Ledger Report in Pharma Distribution

Overview of Ledger Report

The Ledger Report provides a detailed view of transactions for a particular party, including opening balance, purchases/sales, debit and credit notes, payments, receipts, and closing balance for the selected period.

Process to View Ledger Report in Pharma Distribution

• Go to Dashboard > Accounts Master > Ledger.

• The Ledger List will open. Select the required ledger or search for it using the Search Bar and Press "Enter".

• The ledger report will open, showing Opening Balance, Purchase/Sale, Debit Note/Credit Note, Payments/Receipts, and Balance.

• To view the report for a Specific Date or Date Range, press "Alt+D".

• Select the "From Date" and "To Date", then click "OK".

• To apply additional filters, Press "Alt+F".

• In the Advance Filter window, apply filters based on Date, Particular, Bill No., Voucher Type, Debit, Credit, Balance, or Narration, then click "Apply".
  

• Click "Configuration" to customize the report according to your requirements.

• Here, user can Configure report based on Voucher No., Dr/Cr, Multicurrency, Challan, Ledger Name, User can select the options and can view the report as per their requirements.

• To view the report in Standard format, Press "Alt+S".
• To view the report in Daily, Monthly, or Quarterly format, press "Alt+A", "Alt+M", or "Alt+Q", respectively.

• The User can Share and Download this Report in Excel or PDF format, if required.