Overview Of Party Wise Transaction Report

Process To View Party Wise Transaction Report In Marg Wallet

Overview Of Party Wise Transaction Report

Through Marg Wallet, the user can activate multiple services like WhatsApp/SMS/Email/Schedule Outstanding Reminder/E-Invoice Reconciliation, etc. For the availed services and each transaction, the user can view the report also. With the help of this process the user can generate Party wise Transaction report.

Process To View Party Wise Transaction Report In Marg Wallet

• Go to Digital > Marg Wallet > Wallet Usage Report.

• Click on 'Party Wise Report'.

• In 'Select Party' option, the user will select the party as per the requirement.
• Suppose select 'Kajal'.

• In 'Select Period' option, the user will select the period for which the report needs to be viewed.
• Suppose select 'Last Week'.

• The user can also filter the transactions on the basis of mobile number and email ID.

• Click on 'Show' button.

• The user can view the report will be generated.

• Click on 'Excel' button to export the report in Excel File.

After following the above steps, the user can view Party wise Transaction report in Marg Wallet.