Here are the steps to view Broker + Party Wise List Report. To learn more, you can also watch this RELY Online tutorial video:




Broker + Party Wise List


To view Broker + Party Wise List Report in Rely, first select the desired company.


1. Go to Reports > GST Reports > GST Checklists > Broker + Party Wise List and press Enter Key.


2. Broker + Party Wise List Report entry form will open. Enter details such as:

       Report Type - To view report for all the brokers/parties, select All option.

To view list of only registered brokers/parties, select Registered option.

To view list of only unregistered brokers/parties, select Unregistered option.

To view list of all such brokers/parties in which GST/UIN number is invalid, select Invalid GSTIN/UIN option.

To view list of all such brokers/parties in which GST/UIN number is duplicate, select Duplicate GSTIN/UIN option.

Account - Select All option, if you want to view report for all the account, otherwise you can view report for selected account also.

Broker - Select All option, if you want to view report for all the brokers, otherwise you can view report for selected broker also.

Group Code - Select All option, if you want to view report for all the group codes, otherwise you can view report for selected group code also.

Area - Select All option, if you want to view report for all the areas, otherwise you can view report for selected area also.

State - Select All option, if you want to view report for all the states, otherwise you can view report for selected state also.

       Having Transaction? - Enter Y, if you want to view entries with transactions in the report, otherwise enter N and proceed.

       Please note, if you enter Y in Having Transaction field, only then Period field will be enabled.

Period - Enter the date here, according to which you want to view the report.


3. Report Customization window opens, select the fields you want to view in the report. Press Enter key and report will open according to the selected criteria.


4. To print the report, press ESC key and select Print option and then press Enter. Your report will get printed.


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