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

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Ans.1
  • Go to Stocks > Merge Reports.

The user can select the Merge option as per the requirement.

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

b. Different Financial Year All CompaniesThe 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'.

  • The user will select the company as per the requirement and press 'Enter' key.

Note: The user will Press 'Spacebar' key or Plus '+' key to select a particular Company or Press Asterisk '*' key to select All Companies. 

  • Then user will select 'Trial Balance' option.

The user will select the option as per the requirement.

a. Report as on: The user will enter the date up to which the report needs to be viewed.

b. Expenses Merge: Select whether the user needs to view the report with merged expenses or not.

 Suppose select 'No' and press 'Enter' key.

The user will select the filters as per the requirement and press 'Enter' key.

a. Report in Excel: The user will select 'Y' if they want to generate the report in Excel format otherwise keep it as 'N'.

b. Trial With Ledger Detail: The user will select 'Y' to include ledger-wise detailed transactions in the merged report otherwise keep as 'N'.

c. With Opening Balance: The user will select 'Y' to include the opening balances in the report. If opening balances are not required, keep it as 'N'.

d. A/c Group wise: The user will select 'Y' to display account groups like Sundry Creditors, Sundry Debtors, etc otherwise keep it as 'N'.

e.Print Contact Details: The user will select 'Y' if they want to print contact details like phone no and address of parties

f. Debtors Merge: The user will select 'Y' to merge all debtor ledgers into one otherwise select as per the requirement.

g. Number of Copies: The user will enter the number of copies they want to print for the report. 

h.Merge Ledgers with Same Name: The user will select 'Yes' if ledgers with the same name in different companies should be merged otherwise the user will select 'No'.

i. Report Path: The user will set the location where the report will be saved.

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

After following the above steps, the user can view the merged firm's Trial Balance in the Marg ERP Software.


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