Selective

Here are the steps to view Debit/Credit Note - Selective Report. To learn more, you can also watch this RELY Online tutorial video:

Debit/Credit Note - Selective Report

To view Debit/Credit Note - Selective Report in Rely, first select the desired company.

1. Go to Reports > Dr-Cr Note Book > Selective and press Enter key.

2. To view Debit Note Selective Report, select Dr Note option and press Enter key and to view Credit Note Selective Report, select Cr Note option and press Enter key.

3. List of daybooks will appear. Select the daybook for which you want to generate the report and press Enter key. To select all the daybooks, press * key.

4. In Wise, select one of the options from Date, Account, Delivery, Broker, Haste, City, State and press Enter key.

5. In Col-Row Heading List, select the Column Row Heading for which you want to generate the report and press Enter key.

6. In Selection Box, press Plus/Minus (+/-) keys to select or deselect any option and then press Enter key.

7. Enter other details such as:

Period - Select the date range for which you want to generate the report.

Options - Press Plus/Minus (+/-) keys to select or deselect any option and then press Enter key.

Report Type - To view report with Invoice and its adjusted amount against it in other column, select Aamne-Samne option, otherwise select Normal option.

State - Select All option here, if you want to generate report for all the states, otherwise for a particular state, select Selected option and then select the state.

Account - Select All option here, if you want to generate report for all the accounts, otherwise for a particular account, select Selected option and then select the account.

Item - Select All option here, if you want to generate report for all the items, otherwise for a particular item, select Selected option and then select the item.

Item Screen - Select All option here, if you want to generate report for all the screens, otherwise for a particular item screen, select Selected option and then select the item screen.

Invoice Type - To view report for any particular invoice type such as B2B, B2C, etc; then enter the desired invoice type here. Otherwise, to view report for all the invoice types, leave blank and proceed.

Invoice Sub Type - To view report for any particular invoice sub type, enter the desired invoice sub type here. Otherwise, to view report for all the invoice sub types, leave blank and proceed.

Supply Type - To view report of goods, enter G. To view report of only services, enter S. To view report of both Goods and Services, leave blank and proceed.

Once all the details are entered/selected, press Enter key.

8. In Device: To only view the report, select Screen option.

To view and print the report, select File option.

To directly print the report without viewing, select Printer option.

To exit from here, select Exit option.

9. Report will be generated according to the selected criteria. To print the report, press ESC key and select Print option.

10. To view the report in any other format such as word, Excel, etc; select Send To option and press Enter key and then select the format.

11. To exit, press ESC key.