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How to merge the Profit & Loss of different financial years of a single company?

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Ans.1

In Marg ERP Software, the user can merge different kind of reports i.e. Balance sheet, Profit & Loss, Trial balance, stock statement, sale reports etc. :

1. Same Financial year, All companies 

2. Different Financial Year, All companies

3. Different Financial Year, Single company

In order to merge Profit & Loss of different financial year of a single company, the user will follow the below steps:

  • Go to Stocks >Merge Reports.

  • A Merge Report window will appear.
  • Select 'Different Financial Year Single Company'. 

  • A Company Selection window will appear. Press space bar key for Select/Un-Select the financial year
  • Then Press Enter on it.

  • Select 'Profit & Loss A/C'.

  • An Unload Data window will appear. In 'Report as on' option, the user will enter upto which date the profit & loss needs to be merged.
  • Suppose, enter '01-04-2021'.

  • Again select 'Profit & Loss'.

Then a Profit & Loss window will appear with some options mentioned below:

1. Heading- Enter the heading of the report.

2. Merge ledger with same name- Select 'Yes' if user wants to merge ledger of both the financial year with same name.

3. Detailed- Select which type of transaction user wants to merge.

  • Then press Enter.
  • Click on View/Print/Excel as per the requirement.
  • Suppose, click on 'View'

After following the above steps, the Profit & Loss account will get merged of selected company.


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