Identifying Periodic Ledgers (Audit and Complicance)

 

Those Ledgers which are identified by the Auditor as Periodic Ledgers will only appear in the Periodic Payments and Receipts report.

To identify/mark a Ledger as Periodic Ledger,

Go to Gateway of Tally > Audit & Compliance > Audit & Analysis > Periodic Payments and Receipts

Note: Follow the same steps to unmark a Ledger which is identified as Period Ledger.

Button options in the Periodic Ledger Configuration

F4: Group

Click on F4: Group or press F4 to filter the ledgers to the selected Group.

Ctrl+F10: Rest. Default

Click on Ctrl+F10: Rest. Default or press Ctrl+F10 to restore the Periodic Ledger Configurations. Pressing this button will revert all the Periodic Ledger Configurations that the Auditor has made for Ledgers.

Ctrl+W: Audit Wkg Paper

To view the Audit Working Paper during Auditing, click on Ctrl+W: Audit Wkg Paper or press Ctrl+W keys. The details displayed in Audit Working Paper will be relevant to report from where it is triggered. This report displays the details of Configuration of Periodic Ledgers.

F9: Inv Reports

Click on F9: Inv Reports or press F9 key to navigate to the default Inventory Reports like Godown Summary, Movement Analysis, Stock Summary etc.

F10: Acc Reports

Click on F10: Acc Reports or press F10 key to navigate to the default Accounting Reports like Balance Sheet, Cash Flow, Trial Balance etc.

F10: Audit Reports

Click on F10: Audit Reports or press Alt+F10 keys to navigate to the other Audit Reports within Statutory Audit and Tax Audit.