Overview Of Backup of Financial Year in Marg Software

Process To Send Backup of Financial Year on Mail in Marg Software

OVERVIEW OF BACKUP OF FINANCIAL YEAR IN MARG SOFTWARE

• While using accounting software, the security of data is as important as its accuracy. It is necessary to ensure that the data remains secure for the smooth working of the organization.

• There can be circumstances in which the data may get corrupted. In such a case, if there is a backup of data, then it can be restored from the backup and the work can be continued without any hindrance.

• With the help of this option, the user can send the Backup of the financial year by mail.

PROCESS TO SEND BACKUP OF FINANCIAL YEAR ON MAIL IN MARG SOFTWARE

• Firstly, click on the 'Exit' button on the Main screen of the software.

• A 'List of Companies' window will appear.

• Press 'F8' key on the selected company.

• A List of related to the company will appear.

• The user will select 'Backup of financial Year' from the list. Press 'Enter' key.

• The user will select that financial year of which the user needs to take the backup.

• A 'Manual Back Transfer to' window will appear.

• In 'E-Mail Backup' option, the user will select 'Change'.

An 'Email Detail' window will appear.

1. Backup on E-Mail: Mention the mail id on which the user needs to send the backup.

2. Sender E-mail ID: Mention the mail id from which the user needs to send the backup.

3. Password: Enter the password generated by App Password option in Gmail.

• Now to generate App password, the user will login to Gmail Account by mentioning ‘Email ID’ and ‘Password’.

• A ‘Gmail Account’ window will appear.

• From the right side of the Gmail Account, click on the ‘alphabet’ icon.

• Click on ‘Manage your Google Account’.

• Then from the left side, click on the ‘Security’ tab.

• Now click on ‘2-Step Verification’ option.

• A ‘2-Step Verification’ window will appear.

• Click on ‘Get Started’ tab.

• Then enter the Gmail ‘Password’ and click on ‘Next’ tab.

• The user will mention the mobile number which is linked with the Gmail account.

• Then select the ‘medium’ through which the Code needs to be received i.e. Text Message or Call.

• Suppose tick the circle of ‘Text message’.

• Then click on ‘Next’ tab.

• The user will enter the code (OTP) here which is received via text message.

• Then click on ‘Next’ tab.

• A ‘2-Step Verification’ window will appear.

• Now the user will turn on the option of 2-Step Verification.

• The user will again click on ‘Manage your Account’ tab.

• Click on ‘Security’ tab.

• The user will click on ‘2- Step Verification’ option.

• A ‘2- Step Verification’ window will appear.

• Click on ‘App Passwords’.

• An ‘App Passwords’ window will appear.

• In this window, the Gmail is asking that for which App the user is activating the password i.e. Mail, Calendar, Contacts, YouTube, etc.

• The user will select the App from the dropdown as per the requirement.

• Suppose select ‘Mail’.

• Then the user will select the device i.e. for which device the App password needs to be generated (Iphone, iPad, Blackberry, Mac, Windows Computer etc.)

• Suppose select ‘Windows Computer’.

• Click on ‘Generate’ tab.

• After that the Gmail will generate the App Password which will be shown only ONCE. The user will copy this password & save it for future use.

• Now type the password (Without Space) here which the user has generated instead of entering the Gmail Password.

• Again press 'Enter'.

• Thereafter the software will start transferring the backup file on the mail id.
  

• The user can view Backup will get sent to the mentioned mail ID.

After following the above steps, the user can send Financial Year Backup on Mail in Marg Software.