Create and Email/Print All Ledger Accounts in Merciglobal Cloud ERP¶
Need to share all your ledger accounts in one go? Whether it’s for audits 📁, client communication ✉️, or internal reviews 🧾 — Merciglobal Cloud ERP makes this easy and efficient.
Follow this simple guide to generate and email ledgers for all accounts in your company:
Step 1: Open the Ledger Report¶
Navigate to:
Accounts > Reports > Ledger
Step 2: List All Accounts Using the Percent Symbol (%)¶
In the Account field, type % (percent symbol).
- This wildcard will match all accounts available in your company.
- Wait a moment — you’ll see the complete list populate.
📌 Tip: This works like a universal search filter!
Step 3: Select All Accounts¶
Click the "Select All" checkbox next to the search box to include every account in the ledger generation.
✅ This ensures no account is left out.
Step 4: Generate the Ledger Report¶
Click the “Generate” button or similar action button depending on your interface version.
You’ll now see a comprehensive ledger report generated for all accounts selected.
Step 5: Share or Export the Report¶
You have multiple options:
Email¶
- Click the Email button to send the report directly.
- Fill in recipient details and a message (optional).
Export to Excel¶
- Use the Excel Export button to download for offline analysis or sharing.
Print¶
- Want a physical copy or PDF? Click the Print button and choose your format.
Notes¶
- Ensure that user permissions allow access to all required accounts and reports.
- Email settings (SMTP) must be properly configured in Merciglobal Settings > Email Account.
- You can apply date filters, cost centers, or specific voucher types before generating.
💡 Use this workflow regularly for month-end or year-end financial review tasks.
Need Assistance?¶
Contact the Merci Support Team for help configuring email, print formats, or account visibility.
📝 This documentation is applicable to all users of Merciglobal Cloud ERP, particularly accounting and finance teams.