Merge Reports in Marg ERP Software

Overview of Merge Reports in Marg ERP Software

Process to View Merge Reports in Marg ERP Software

OVERVIEW OF MERGE REPORTS IN MARG ERP SOFTWARE

• Merge Reports option enables the user to easily view the Merge Reports of different companies i.e. Balance Sheet Report, Profit & Loss /C, Trial Balance, etc. in Marg ERP Software.

PROCESS TO VIEW MERGE REPORTS IN MARG ERP SOFTWARE

• Go to Stocks>>Merge Reports.

Fig. 1.1 Menu View to Merge Reports Option in Marg ERP Software

• A “Merge Reports” window will appear with different options i.e.:

A. Same Financial Year All Companies

• Same Financial Year All Companies: This means that all the companies will be shown here which have same financial year.

• The user will select “A” and press “Enter”.

Fig. 1.2 View of Merge Reports Window in Marg ERP Software

• A “Company Selection” window will appear.

• If the user needs to view the Merge Report of all the companies with the same financial year then select all the companies.

• And if the user needs to view particular companies then press “Spacebar” key to select or unselect the company.  

• Press “Enter”.

Fig. 1.3 View of Company Selection Window in Marg ERP Software

• A “Merge Report” window will appear with different options i.e. Balance Sheet, Profit & Loss A/C, Trial Balance etc in which the user will select the Merge Report. Suppose, select “A. Balance Sheet”.

Fig. 1.4 View of Merge Report Window in Marg ERP Software

• An “Upload Data” window will appear in which the user will fill the following fields:

a. Report as on: Mention the date i.e. till which date the user needs to view the report. Suppose, 30-04-2019.

b. Expenses Merge: Select whether the user needs to view the report with merge expenses or not. Suppose, select “No”.

• Press “Enter”.

Fig. 1.5 View of Upload Data Window in Marg ERP Software

• Then a “Balance Sheet Printing” window will appear in which the user will select that in which format the Balance Sheet must be printed like Vertical w/o Detail, Vertical with Detail, Horizontal w/o Detail, Horizontal with Detail. 

• Suppose, select “Horizontal w/o Detail”.

Fig. 1.6 View of Balance Sheet Printing Window in Marg ERP Software

• A “Horizontal w/o Detail” window will appear with the following fields:

a) No. of Copies: Enter the number of copies which the user needs to print. Suppose, enter 1.

b) Merge Ledgers with same time: Select whether the ledgers needs to be merge or not of the same name. Suppose, select “Yes”.

c) Heading: Here, the user can change the heading of the report as per the requirement. Suppose, heading is “Merge Balance Sheet”.

• Press “Enter”.

Fig. 1.7 View of Horizontal w/o Detail Window in Marg ERP Software

• Then the user will select whether the report needs to be viewed or print out needs to be taken. Along with the user can also export the report in Excel, Word, PDF and HTML.

• Suppose, select “View”.

Fig. 1.8 View of Display Controls Window in Marg ERP Software

• Now, the user can view that the Merge Balance Sheet report with the same financial year has been displayed. 

Fig. 1.9 View of Merge Balance Sheet Report in Marg ERP Software

• If the employee needs to view the “Merge Profit and Loss Report”, then select “Profit & Loss A/C” from “Merge Report” window.

Fig. 1.10 View of Merge Report Window in Marg ERP Software

• An “Upload Data” window will appear in which the user will fill the following fields:

c. Report as on: Mention the date i.e. till which date the user needs to view the report. Suppose, 01-10-2019.

d. Expenses Merge: Select whether the user needs to view the report with merge expenses or not. Suppose, select “No”.

• Press “Enter”.

Fig. 1.11 View of Upload Data Window in Marg ERP Software

• Then a “Profit & Loss Account” window will appear in which the user will select that in which format the Profit and Loss Account must be viewed like Trading Account, Profit and Loss Account and Trading, Profit & Loss A/C. 

• Suppose, select “Profit & Loss A/C”.

Fig. 1.12 View of Profit & Loss Account Window in Marg ERP Software

• A “Profit & Loss Account” window will appear with the following fields:

a) Heading: Here, the user can change the heading of the report as per the requirement. Suppose, heading is “Merge Profit & Loss Account”.

b) Merge Ledgers with same time: Select whether the ledgers needs to be merge or not of the same name. Suppose, select “No”.

• Press “Enter”.

Fig. 1.13 View of Profit & Loss Account Window in Marg ERP Software

• Then the user will select whether the report needs to be viewed or print out needs to be taken. Along with the user can also export the report in Excel, Word, PDF and HTML.

• Suppose, select “View”.

Fig. 1.14 View of Display Controls Window in Marg ERP Software

• Now, the user can view that the Merge Profit & Loss Account report with the same financial year has been displayed. 

Fig. 1.15 View of Merge Profit & Loss Account Report in Marg ERP Software

• So, the user can view different Merge Reports as per the requirement.

Fig. 1.16 Process to View Different Merge Reports in Marg ERP Software

B. Different Financial Year All Companies

• Different Financial Year All Companies: This means that all the financial years of a particular company will be shown differently here.

• The user will select “B” and press “Enter”.

Fig. 1.17 View of Merge Reports Window in Marg ERP Software

• A “Company Selection” window will appear.

• The user will select those companies by pressing “Spacebar” key in order to view the merge report of the financial years as per the requirement.

• Press “Enter”.

Fig. 1.18 View of Merge Reports Window in Marg ERP Software

• A “Merge Report” window will appear with different options i.e. Balance Sheet, Profit & Loss A/C and Trial Balance in which the user will select the Merge Report. Suppose, select “A. Balance Sheet”.

Fig. 1.19 View of Merge Report Window in Marg ERP Software

• An “Upload Data” window will appear in which the user will fill the following field:

a. Report as on: Mention the date i.e. till which date the user needs to view the report. Suppose, 05-03-2019.

• Press “Enter”.

Fig. 1.20 View of Upload Data Window in Marg ERP Software

• Then a “Balance Sheet Printing” window will appear in which the user will select that in which format the Balance Sheet must be printed like Vertical w/o Detail, Vertical with Detail, Horizontal w/o Detail, Horizontal with Detail. 

• Suppose, select “Horizontal w/o Detail”.

Fig. 1.21 View of Balance Sheet Printing Window in Marg ERP Software

• A “Horizontal w/o Detail” window will appear with the following fields:

d) No. of Copies: Enter the number of copies which the user needs to print. Suppose, enter 1.

e) Merge Ledgers with same time: Select whether the ledgers needs to be merge or not of the same name. Suppose, select “Yes”.

f) Heading: Here, the user can change the heading of the report as per the requirement. Suppose, heading is “Merge Balance Sheet”.

• Press “Enter”.

Fig. 1.22 View of Horizontal w/o Detail Window in Marg ERP Software

• Then the user will select whether the report needs to be viewed or print out needs to be taken. Along with the user can also export the report in Excel, Word, PDF and HTML.

• Suppose, select “View”.

Fig. 1.23 View of Display Controls Window in Marg ERP Software

• Now, the user can view that the Merge Balance Sheet report of different financial years has been displayed.

Fig. 1.24 View of Merge Balance Sheet Report in Marg ERP Software

C. Different Financial Year Single Company 

• Different Financial Year Single Company: This means that all the financial years of a single company will be shown here.

• The user will select “C” and press “Enter”.

Fig. 1.25 View of Merge Report in Marg ERP Software

• A “Company Selection” window will appear.

• The user will select the companies by pressing “Spacebar” key in order to view the merge report of the financial years as per the requirement.

• Press “Enter”.

Fig. 1.26 View of Merge Reports Window in Marg ERP Software

• A “Merge Report” window will appear with different options i.e. Balance Sheet, Profit & Loss A/C and Trial Balance in which the user will select the Merge Report. Suppose, select “A. Balance Sheet”.

Fig. 1.27 View of Merge Report Window in Marg ERP Software

• An “Upload Data” window will appear in which the user will fill the following field:

b. Report as on: Mention the date i.e. till which date the user needs to view the report. Suppose, 01-04-2018.

• Press “Enter”.

Fig. 1.28 View of Upload Data Window in Marg ERP Software

• Then a “Balance Sheet Printing” window will appear in which the user will select that in which format the Balance Sheet must be printed like Vertical w/o Detail, Vertical with Detail, Horizontal w/o Detail, Horizontal with Detail. 

• Suppose, select “Horizontal w/o Detail”.

Fig. 1.29 View of Balance Sheet Printing Window in Marg ERP Software

• A “Horizontal w/o Detail” window will appear with the following fields:

g. No. of Copies: Enter the number of copies which the user needs to print. Suppose, enter 1.

h. Merge Ledgers with same time: Select whether the ledgers needs to be merge or not of the same name. Suppose, select “Yes”.

i. Heading: Here, the user can change the heading of the report as per the requirement. Suppose, heading is “Merge Balance Sheet”.

• Press “Enter”.

Fig. 1.30 View of Horizontal w/o Detail Window in Marg ERP Software

• Then the user will select whether the report needs to be viewed or print out needs to be taken. Along with the user can also export the report in Excel, Word, PDF and HTML.

• Suppose, select “View”.

Fig. 1.31 View of Display Controls Window in Marg ERP Software

• Now, the user can view that the Merge Balance Sheet report of different financial years has been displayed.

Fig. 1.32 View of Merge Balance Sheet Report in Marg ERP Software