Multi-Company/Single Company in invoice

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🧾📊 Company-Wise Invoicing & Ledger Report – Step-by-Step Guide

In this tutorial, we'll walk you through how to enable and use the Company-Wise Sale Bill and Ledger Report features to improve accuracy, reduce errors, and streamline your accounting processes. 🧠📈

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🏷️💼Managing Company-Wise Sale Bill:

• 📍Navigate to the Sale Bill to enable the feature.

• 🧾Open the Item Selection window, where you will find 🔍filter items by company option for easier selection.

• ✅It ensures that account entries are recorded accurately per company, reducing errors.

• Helps prevent financial discrepancies by maintaining proper company-wise item selection.

• Once all modifications are made, remember to save💾 the Sale Bill to apply the changes.

🧮 Result: Clear, company-specific billing for easier audits and recordkeeping.

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🧠⚙️Enabling Company-Wise Ledger Feature

To apply company-wise ledger functionality in invoice processing, follow these steps:

• 📍Navigate to Sale Voucher Configuration:

  • 📌Choose the Relevant Billing Series.

• Enable Company-Wise Ledger Option:

  • Locate Other Settings 1 🔧within the configuration panel.

  • ✅Tick the checkbox to enable the Pass A/C Entry of bill company wise feature.

🧾 Once this is active, the system will:

• Allow invoices with multiple products from different companies 🛒🏷️

• 🧾 Automatically record separate account entries in the ledger report per company

🎯 Makes managing brand-specific transactions easier and error-free!

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📒📑Effect on Ledger Reports

To configure the ledger report for company-wise entry:

• Adjust Ledger Report Settings:

  • 📊Open Ledger Report Configuration from the software’s settings menu.

  • Select the Report Order as Company + Account Wise under the Report Option📋 to categorize entries accordingly.

• ✅Enable Company-Wise Bill Account Entry:

  • Tick the option Use company with bill A/C entry in case of company wise record under the other options.

  (to ensure that the report maintains a clear structure for company-wise financial data).

  • 💾Save the Changes one all Setting is done.

• 📌Now filter by Company in the report viewer.

🧾 Result:

• The ledger now shows each bill entry categorized by company 🧾🏢

• This allows for easy examination and analysis of financial data on a company-wise basis.

Once these settings are applied, the ledger will display individual account entries categorized by product company. This structured approach allows for easy auditing and financial reconciliation🔍💼.

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🧾✅ Conclusion

🎯 Benefits of Enabling Company-Wise Ledger:

• 🧮 Accurate tracking of brand-wise revenue & expenses

• 🔄 Minimizes manual errors

• 🧾 Simplifies invoice and ledger management

• 🏦 Ensures compliance with accounting standards.

• 📈 Offers clear, company-wise financial insights

💼 Whether you're managing 2 or 20 companies, this feature ensures efficient accounting, smarter decision-making, and financial clarity.