General

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

Debit/Credit Note - General Report

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

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

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

4. In Wise, select one of the options from Date, Party, Bill No and press Enter key.

5. In Give Column Row Code, 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.

Type - To view detailed report, select Details option and for summarized report, select Summary option.

Page - To view report on the same page, select Same option, otherwise select New option.

Report - To view report with Col-Row Head wise separate columns, select Matrix option. To view report with Invoice and its adjusted amount against it in other column, select Aamne-Samne option, otherwise select Normal option.

Details - To view item detail in the report, select Inventory option and to view only invoice detail in the report, select General option.

Account Code - 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.

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.

Type of Supply - 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.

Lines - To view remarks entered in the invoice in the report, select Double option, otherwise select Single option.

Print Quantity 2 - Enter Y here, to print Quantity 2 in itemwise summary in the report.

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.