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How to Send All Ledger Transaction with Details by Email in Marg ERP Software ?

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Ans.1

Note: Firstly, the user needs to do Email Setup before sharing Ledger Transactions.

  • Then, go to Books > All Ledgers.

  • The user will press 'Enter' key on a particular ledger whose transaction needs to be sent on Email ID.
  • Suppose select 'Kajal'.

  • In 'From and To' option, the user will mention the date range for which the transaction needs to be generated.
  • Click on 'Ledger' button.

  • Click on 'Email' icon (as shown in the below image).

  • The user can view the file is generating.

  • Your customer will get an Email with the attached PDF of the Transaction.

Fig 1. View of Ledger Transaction.

After following the above steps, the user can Email Ledger Transaction in Marg ERP Software.


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