Process to Export And Import Cheque Format

Overview of Cheque Management

Process to Export Cheque Format

Process to Import Cheque Format

OVERVIEW OF CHEQUE MANAGEMENT

Every business requires Cheque books of multiple banks for the purpose of doing transactions and to manage those Cheques becomes hectic and time consuming. Whereas, using Marg Software the user can Export and import Cheque Format.

PROCESS TO EXPORT CHEQUE FORMAT

• Firstly, Go to Masters > Marg Setups > Self Format. Press Enter.

• A Self Format window will appear.

• The user will feed current date in reverse format (YYYY-MM-DD).

• A Formats window will be appear.

• The user will click on 'Cheque Format'.

• A Cheque format window will appear where the user will feed the format name which the user wants to export.

• A Format Setup window will appear.

• The user will select ‘Export Format’. Press Enter.

• A Directory window will appear.

• The user will define the path to export the format. Click on ‘Ok’.

• An Export Format window will appear.

• The user can view the path where the format will be Exported.

PROCESS TO IMPORT CHEQUE FORMAT

• Firstly, Go to Masters > Marg Setups > Self Format. Press Enter.

• A Self Format window will appear.

• The user will feed password in reverse format (YY/MM/DD).

• A Formats window will be appear.

• Then user will click on “Cheque Format” to import the Cheque format. 

• A Cheque format window will appear where the user will feed the format name which the user wants to import.

• A Format Setup window will appear.

• The user will select ‘Import Format’. Press Enter.

• A Directory window will appear.

• The user will define the path from where to import the format. Click on ‘Ok’.

• The user will now type“Sure”.

• A pop-up will appear of “Format Imported Properly”.

After the following Steps the user can Import/ Export the Cheque Format.