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How to merge the Trial balance 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 Trial balance of different financial year of a single company, the user will follow the below steps:

  • Go to Stocks Merge Reports.

  • 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 'Trial Balance'.

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

  • A Merge Trial Printing window will appear. Select options as per the requirement then keep pressing enter.
  • Then click on View/Print/Excel as per the requirement.
  • Suppose, click on 'View'.

After following the above steps, the Trial balance will get merged of selected company.


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