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How to view party wise Cash & Bank analytical summary ?

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Process to View Party Wise Cash & Bank Analytical Summary

Overview: In Marg ERP Software, user can view the selected party Cash & Bank Analytical summary report.  In order to view party wise Cash & Bank analytical summary from Marg software, the user needs to perform below mentioned steps:

  • Go to Books > Analytical Summaries > Cash & Bank Summary. Press Enter.

  • An Analytical summary window will appear in which user will  feed the date range and to view the report and select the below option “Monthly Detailed”.

  • A Group on window will appears in which user will select "Party Wise".

  • In next window, select the transactions type from list which the user needs to view in report.

  • The user will get the report with balances month wise of various account groups. To elaborate the report, press on “Expand” button from below options. 

  • Select other option to View/Print/Export as per the requirement. 

  • Now, the user will select the printer port and click on "Okay".

Under view option, the user will find the report in below described format. 


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