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How to send Outstanding Report via Whatsapp in Marg Software ?

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Ans.1
  • Go to Books > Outstandings > Party Wise.

  • A 'Party Wise' window will appear.
  • The user will mention the date Upto which report needs to be view.
  • Click on 'Ok'.

  • A 'Ledgers' window will appear.
  • The user will select the party whose outstanding needs to be generate.
  • Suppose select 'Ahuja Medicine Centre'.

  • A 'Party Outstanding As On' window will appear.
  • The user will press 'Alt+P' key.

  • A 'Reports' window will appear.
  • The user will select the format in which report needs to be view.
  • Suppose press 'Enter' key on 'Outstanding List => Party wise'.

  • An 'Outstanding List => Party wise' window will appear.
  • The user will select the other options as per the requirement.
  • Click on 'View'.

  • Now the Party Outstanding report will appear.
  • The user will click on 'Email' icon at the bottom.

 

  • A 'Marg Mailer' window will appear.
  • In 'To', the user will press 'Enter' key.

 

  • A 'Get Email From' window will appear.
  • The user will select 'A/C Ledgers'.

  • A 'Ledgers' window will appear.
  • The user will select the ledger to whom whatsapp needs to be send.
  • Suppose select 'Ahuja Medicine Centre'.

  • The Software will auto pick the Whatsapp number from ledger in 'Whatsapp' field.
  • Then click on 'Email'.

After following the above steps, the user can send Outstanding Report via Whatsapp in Marg Software.


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