Overview:  Balance summary report updates the customer about the balances in their accounts.

In Marg software user can view the balance summary on the basis of multiple factors.

To view Monthly Balance report Account Group wise, follow the given steps:

• Go to Books > All Ledgers. Press Enter.

• A Ledgers Accounts window will appear in which the user needs to Press Ctrl+F1 on particular ledger.

• Suppose, select ‘ADD. Duty 4%’.

• A Type window will appear.

• Select 'Monthly Balances' then press Enter.

• A ‘Group On’ window will appear in which the user will select ‘Account Group’. Press Enter.

• An ADD Duty From window will appear.

• The user needs to press tab key then user will select ‘View’/’Print’/’Excel’ as per the requirement.

• Suppose, click on ‘View’.

After following the above steps Monthly Balance Account Group Wise report will generate.