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Version: 1.95

Group Summary

An Accounts Group Summary is a consolidated report that provides an overview of the financial status and performance of a specific group of accounts. It summarizes key financial data, including balances, transactions, and trends, to aid in analysis and decision-making.

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To access the Group Summary, go to: > Home > Application > Finance > Reports > Group Summary

How can I get Benefit ?​

  • Streamlined Financial Insights : Easily view and analyze the financial performance of different account groups in one place.
  • Enhanced Decision-Making : Access up-to-date summaries that help you make informed decisions based on the latest financial data.
  • Improved Efficiency : Save time by automating the generation of account group summaries, reducing manual effort and errors.
  • Better Payment Tracking : Track payments and related transactions within specific account groups for clearer financial oversight.
  • Clear Reporting : Generate easy-to-understand reports that help stakeholders quickly grasp key financial metrics.

Properties​

Primary Properties​

PropertyDescription
Account GroupYou can select from a variety of categories, such as Accounts Payable, Receivable etc
From DateYou can select the start date for the report
To DateYou can select the end date for the report

Group Summary Report​

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  • Select the Account Group such as Liabilities, Accounts Payable, Receivable etc.
  • Set the From Date and To Date to define the period for the report.
  • Click on Show

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  • This report provides the particulars, including credit, debit, opening debit, opening credit, current debit, and current credit for the selected account group within the specified date range.

Account Ledger Month View​

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  • By double-clicking on any of the particulars, you can view the account ledger month view report, providing detailed transaction information for that specific period.

Account Ledger Summary​

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  • When you double-click on the ledger monthly view report, the Account Ledger Summary Report will open, displaying detailed account transactions and balances for that specific month.
  • To Learn more about Ledger Summary Report go through this Ledger Summary.

Edit Transaction in Ledger Summary​

  • Choose the transaction and double click on it.

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  • Make Necessary changes.
  • Click Save.
info

Editing a Purchase Voucher is not allowed after it's been recorded.

Delete Transaction in Ledger Summary​

  • Choose the transaction and double click on it.

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  • Make Necessary changes.
  • Click Delete.
danger

Deleting a transaction from the ledger will cause a variation in the closing balance.

See Also​