Courses Details

The Course Curriculam

Module 1: Introduction to Marg Accounting Software

• 1.1 Overview of Marg Software
  • Introduction to Marg
  • Industries and businesses that use Marg
  • Benefits of using Marg for accounting and inventory
• 1.2 System Requirements and Installation
  • Minimum system requirements
  • Installing Marg on your computer
  • Initial setup and configuration
• 1.3 User Interface Overview
  • Navigating the dashboard
  • Understanding the toolbars and menus
  • Customizing the interface for ease of use

Module 2: Company Setup and Configuration

• 2.1 Creating a New Company
  • Steps to create a new company
  • Company details: Name, address, fiscal year, etc.
• 2.2 Configuring Company Settings
  • Accounting preferences
  • Inventory preferences
  • Tax configurations (GST/VAT, etc.)
• 2.3 User Creation and Role Management
  • Adding users and managing permissions
  • Role-based access controls for data security

Module 3: Chart of Accounts and Ledger Creation

• 3.1 Setting up a Chart of Accounts
  • Understanding the Chart of Accounts structure in Marg
  • Creating and editing chart accounts
• 3.2 Creating and Managing Ledgers
  • Creating ledgers for customers, suppliers, expenses, and income
  • Editing and deleting ledgers
  • Setting opening balances and ledger groups

Module 4: Managing Inventory and Stock

• 4.1 Stock Management Basics
  • Creating stock items and categories
  • Adding stock groups, units, and batches
  • Stock opening balances and stock valuation methods
• 4.2 Inventory Transactions
  • Purchase orders, purchase entry
  • Sales orders, sales entry
  • Stock transfer and stock issue/receive
• 4.3 Handling Stock Adjustments
  • Stock adjustment process for damaged or expired items
  • Managing physical stock verification
  • Stock reports: Current stock, stock summary

Module 5: Purchase and Sales Management

• 5.1 Purchase Cycle in Marg
  • Creating purchase orders
  • Recording purchases with GST
  • Purchase returns
• 5.2 Sales Cycle in Marg
  • Creating sales invoices with GST
  • Handling sales returns
  • Managing customer payments and outstanding amounts
• 5.3 Generating Purchase & Sales Reports
  • Purchase registers, sales registers
  • Pending orders and payment reports

Module 6: GST and Taxation in Marg

• 6.1 GST Setup and Configuration
  • Setting up GST/VAT details in Marg
  • Configuring tax slabs and tax masters
• 6.2 GST Transactions
  • Handling GST on purchases and sales
  • Reverse charge mechanism and input tax credit
• 6.3 Filing GST Returns
  • GSTR-1, GSTR-3B reports generation
  • Exporting GST reports for filing
  • Handling GST mismatches and corrections

Module 7: Banking and Reconciliation

• 7.1 Managing Bank Accounts
  • Adding and editing bank accounts
  • Recording bank transactions
• 7.2 Bank Reconciliation
  • Steps to reconcile bank statements
  • Handling unpresented cheques and errors
• 7.3 Printing Cheques and Bank Reports
  • Customizing and printing cheques
  • Generating bank reports and statements

Module 8: Payroll Management

• 8.1 Payroll Setup
  • Configuring payroll settings and employee profiles
  • Defining pay structure, leave policies
• 8.2 Salary Calculation and Payment
  • Generating salary slips and payroll registers
  • Recording payroll entries and deductions
• 8.3 Payroll Compliance
  • Provident Fund, ESI setup
  • Generating payroll reports for tax purposes

Module 9: Reporting and Analytics

• 9.1 Financial Statements
  • Generating Profit & Loss Statement
  • Creating Balance Sheet and Cash Flow Statements
• 9.2 Detailed Reports
  • Daybook, cash/bank book
  • Trial balance and ledger reports
• 9.3 Custom Reports
  • Creating and customizing reports
  • Exporting reports to Excel, PDF, etc.

Module 10: Backup and Data Security

• 10.1 Data Backup and Restoration
  • How to create backups in Marg
  • Steps to restore a backup
• 10.2 User Permissions and Data Security
  • Managing user roles and permissions
  • Best practices for securing data in Marg

Module 11: Advanced Features in Marg

• 11.1 Handling Multi-Branch Accounting
  • Setting up multi-branch configurations
  • Consolidating branch accounts
• 11.2 Budgeting and Forecasting
  • Creating budgets in Marg
  • Forecasting reports
• 11.3 Integration with Other Tools
  • Connecting Marg with e-commerce platforms
  • Export/import data with Tally and other software