Welcome to Marg Care - Marg ERP 9+

Home > Margerp > Entry Books > How to send Ledger Transaction Report via Whatsapp in Marg Software?

How to send Ledger Transaction Report via Whatsapp in Marg Software?

1455

Ans.1
  • Go to Books > All Ledgers.


  • A ' Ledger Accounts' window will appear. Select Ledger then press 'Enter' key on it.
  • Suppose select 'Ahuja Medicine Centre'.

  • A 'Ledger Display' window will appear. Feed date range.
  • Then click on 'Ledger' tab.

  • A selected Party Transaction window will appear. Press 'Alt+P' key.

  • A 'Controls' window will appear with multiple option in which the user can filter the report as per the requirement.
  • Then click on View, Excel, Print etc.
  • Suppose click on 'View'.

  • Now the ledger transaction report will appear.
  • The user will click on 'Email' icon at the bottom.


  • A 'Marg Mailer' window will appear.
  • In 'To', the user will press 'Enter' key.

  • A 'Get Email From' window will appear.
  • The user will select 'A/C' Ledger'.

  • A 'Ledgers' window will appear.
  • The user will select the ledger to whom whatsapp needs to be send.
  • Suppose select 'Ahuja Medicine Centre'.

  • The Software will auto pick the Whatsapp number from ledger in 'Whatsapp' field.
  • Then click on 'Email.'

After following the above steps, the user can send Ledger Transaction Report via Whatsapp in Marg Software.


Submit Feedback