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How to view Trial Balance of Merged Firms in Marg Software?

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Ans.1
  • Go to Stocks > Merge Reports.

A 'Merge Reports' window will appear .

The user will select basis of the report as per the requirement.

a. Same Financial Year All Companies: The user can view merge reports of same financial year of all the companies.

b. Different Financial Year All Companies: The user can view merge reports of different financial year of all the companies.

c. Different Financial Year Single Company: The user can view the merge report of different financial year of single company. 

Suppose, selects 'Same Financial Year all Companies' .

  • A 'Company Selection' window will appear.
  • The user will select companies by pressing 'Spacebar' or '+' key on it. Press 'Enter'.

  • A 'Merge Report' window will appear.
  • The user will select 'Trail Balance'.

  •  An 'Upload Data' window will appear.
  • In 'Reports As On', the user will mention upto which date reports needs to be viewed. 
  • In 'Expense Merge' , the user will select 'Yes' to merge expenses otherwise select 'No'. Press 'Enter'.

  • A 'Merge Trail Printing' window will appear.
  • The user will select the filter options as per the requirement. Press 'Enter'.

  • The user will select 'View/Print /Excel as per the requirement.
  • Suppose, select 'View'.

After following the above steps, the user can view Multi firm Trial Balance in Marg Software.




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