📄 Create and Email/Print All Ledger Accounts in Merciglobal Cloud ERP

Need to share your entire set of ledger accounts for audits 📁, client updates ✉️, or internal reviews 🧾? With Merciglobal Cloud ERP, this process is fast and efficient. Follow this step-by-step guide to generate, email, or print ledgers for all accounts in your organization.

🧭 Step 1: Open the Ledger Report

Navigate to:

Accounts > Reports > Ledger

This opens the primary ledger reporting interface.

🔍 Step 2: List All Accounts Using `%`

In the Account field, enter % (percent symbol):

Acts as a wildcard to match every account.
Wait briefly as the full list auto-populates.

📌 Tip: % functions as a universal filter for account selection!

✅ Step 3: Select All Accounts

Click the "Select All" checkbox beside the search bar:

Ensures all listed accounts are included in the report.

🧾 Step 4: Generate the Ledger Report

Click the “Generate” button:

Triggers the system to compile the ledger report for all selected accounts.

Multiple options are available:

📧 Email

Click the Email button.
Enter recipient details and message (optional).

📥 Export to Excel

Use the Excel Export button for download.
Useful for offline access and further analysis.

🖨️ Print

Click the Print button.
Choose format (PDF or paper print).

⚠️ Notes & Tips

✅ Ensure your role has permissions for account access and report generation.
✉️ Configure SMTP settings under:

Merciglobal Settings > Email Account

🗓️ Apply optional filters like date range, cost centers, or voucher types.

💡 Best used during month-end or fiscal year-end reconciliations.

🆘 Need Help?

Contact the Merci Support Team for:

Email configuration support
Print format customization
Account access troubleshooting

📝 Applicable for all users of Merciglobal Cloud ERP, especially accounting and finance teams.