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How to view Group Summary in Marg Software?

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Group Summary Option in Marg ERP Software

OVERVIEW OF GROUP SUMMARY OPTION IN MARG ERP SOFTWARE 

Group Summary option in Marg ERP Software facilitates in viewing the Account group created through Masters in detail.

The user can view the debit/credit balance of all the groups created by the organization.

Moreover, the user can also view in detail the transactions that have taken place under each of these Account Group.

PROCESS TO VIEW GROUP SUMMARY OPTION IN MARG ERP SOFTWARE 

  • Click on Final Reports >> Group Summary.

Fig. 1.1 Menu View to Group Summary Option in Marg ERP Software

  • The user can view that all the account groups that have been created by the organization will appear on the screen.

Fig. 1.2 View of Accounts Group in Marg ERP Software

  • The user needs to view more/exact details of any particular group. Click on any account group to view the details regarding it.
  •  Suppose, click on “Sundry Debtors”.

Fig. 1.3 Process to View Details of Accounts Group in Marg ERP Software

  • As the user will select “Sundry Debtors” Group,
  • The are  some options will appear i.e. Ledger Detail and Monthly Balances.

Fig. 1.4 Process to View Details of Accounts Group in Marg ERP Software

  • In 'Ledger Detail': It displays all the ledgers which are under the selected Accounts Group i.e. Sundry Debtors.

Fig. 1.5 Process to View Details of Accounts Group in Marg ERP Software

  • The user will click on a particular ledger to view further details.
  • Suppose, select “Ahuja Medical Centre”.

Fig. 1.6 Process to View Details of Accounts Group in Marg ERP Software

  • A “Ledger Display” window will appear with the different options i.e. Ledger, Monthly, Daily, Summary.
  • Now, the user will select Ledger. 

Fig. 1.7 Process to View Details of Accounts Group in Marg ERP Software

  • Here, the user will view the type i.e. Sale, Purchase, Payment, etc. along with the bills and challans following it.

Fig. 1.8 View of Details of Accounts Group in Marg ERP Software

  • The user can further click on any Bill in order to view, modify, print it, etc.

Fig. 1.9 View of Details of Accounts Group in Marg ERP Software

  • In 'Monthly Balances': The user can view the monthly transactions that have taken place in each month. 
  •  Press “Enter” in order to view the exact details of any particular Accounts Group.

Fig. 1.10 View of Monthly Details of Accounts Group in Marg ERP Software

Fig. 1.11 Process to View Monthly Details of Accounts Group in Marg ERP Software

  • Select the Date Range of which the transaction needs to be viewed.
  • Suppose, select 1st April 2019 to 31st March 2019.

Fig. 1.12 Specifying Dates to View Monthly Transactions of Accounts Group in Marg ERP Software

  • The user will click Enter on that particular transaction in order to view and edit its further details.

Fig. 1.13 View of Monthly Transactions of Accounts Group in Marg ERP Software

Fig. 1.14 View of Monthly Transactions of Accounts Group in Marg ERP Software

  • In order to view only the Balances of “Accounts Group”, press “F7” function key.

Fig. 1.15 Process to View Balances of Accounts Group in Marg ERP Software

Fig. 1.16 View of Only Balances of Accounts Group in Marg ERP Software

  • In order to view the opening balances of the created Accounts Group, press “ALT + F2” function key.

Fig. 1.17 Process to View Opening Balances of Accounts Group in Marg ERP Software

Fig. 1.18 View of Opening Balances of Accounts Group in Marg ERP Software

  • Now, if the user needs to set the Date Range, press F2 function key.

Fig. 1.19 Process to Set Date Range of Accounts Group in Marg ERP Software

  • Then Select the month for e.g. “April” in order to view the Transactions of Accounts Group. 

Fig. 1.20 Process to Set Date Range of Accounts Group in Marg ERP Software

  • Specify the date i.e. from which date till which date the Accounts Group transaction needs to be viewed. (E.g. 1st April 2018 to 30th April 2018).
  • Press the “Enter” key.

Fig. 1.21 Process to Set Date Range of Accounts Group in Marg ERP Software

  • Here, the user can view the Transactions of the Account Groups as per the specified dates.

Fig. 1.22 View of Accounts Group in Marg ERP Software


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