Overview of Ledger Export and Import in Marg ERP Software

Process to Export Ledger from Marg ERP Software

Process to Import Ledger in Marg ERP Software

Overview of Ledger Export and Import in Marg ERP Software

• Ledger Import and Export is used to import and export Marg ledger from Marg to Marg in Marg ERP Software.
• Basically, the use of this option is to Import and Export Marg ledger to another firm/company.
•  The benefit of this option is when the user is running 2 firms/companies and their ledgers are same then there is no need to create any ledger as the user can simply transfer the ledgers from one firm to another firm.

Process to Export Ledger from Marg ERP Software

• Firstly, Go to Masters > Ledger Master > Ledger Export.

• The user will select the Account Group and press 'Enter' key.

Note: To select particular accounts group the user will press 'Spacebar' key or to select all the accounts groups, the user will press '*' key.

• The default path will auto pick and the user can change it as per the requirement.
• In 'T/F balances' option, the user will select whether to export these ledgers with or without balances as per the requirement.
• Suppose select 'Yes' and press 'Enter' key.

After following the above steps, the user can view that Ledgers will get Exported from Marg ERP Software.

Process to Import Ledger in Marg ERP Software

• The user will select the Company in which ledger needs to be imported.
• Then, go to Masters > Ledger Master > Ledger Import.

• The user will select the file from which ledgers needs to be imported and click on 'Select' button.

In 'Receive Balances' option, the user can view a dropdown with 3 options:

b. Opening with Balance: The current balance will be imported as the opening balance.

c. As it is: The opening balance will be imported.

Suppose select 'As It Is'.

• In ‘For Duplicate Ledger Only Import’ option, the user will select whether ledgers that were created manually would now be imported with balance or without balances.
• Suppose the user will select ‘Balance’ to import duplicate ledgers with balances.

• In 'Type to import ledgers' option, the user will type ‘Sure’ and press 'Enter' key.

After following the above steps, the user can view that Ledgers will Import in Marg ERP Software.

Process to Export ledger from Marg to Marg:

1. Go to Reports > Management Report > Utilities > Data Import/Export > Ledger Export.

2. The user will select the group whose group's ledgers needs to be exported by pressing plus(+) key then press 'Enter'.

3. The default path of Marg Folder will be displayed in which selected ledger will be exported. The user can also change the location as per the requirement.

4. In 'T/F Balance' option, the user will select whether to export these ledgers with or without balances.

5. Then, Press 'Enter' key.

 Process to Import from Marg to Marg:

1. The user will select that company in which user wants to import ledger.

2. Go to Reports > Management Report > Utilities > Data Import/Export > Ledger Import.

3. The user will select the path where ledgers have been exported and click on 'Select' button.

4. A window of 'Save In Path' will appear. 

Receive Balances: The user can view a drop down with 3 options: 

a. No Balance: No balance will be imported.

b. Opening with Balance: The current balance will be imported as the opening balance.

c. As it is: The opening balance will be imported.

Suppose select 'As It Is'.

5. In 'For Duplicate Ledgers Only Import' option, the user will select the ledgers that were created manually would be imported with balance or without balances.

6. Then, in 'Type ' option, the user will type ‘Sure’ and press 'Enter' key.