Those ledgers which are identified by the user as Periodic Ledgers will only appear in the Periodic Payments and Receipts report.
To identify/mark a ledger as a Periodic Ledger
1. Go to Gateway of Tally > Analysis & Verification > Data Analysis > Periodic Payments and Receipts.
o Click Ctrl+F9: Master Config or press Ctrl+F9.
o Select Periodic Payments and Receipts and press Enter.
o Select the required Ledgers using Spacebar which will appear under the Periodic Payments and Receipts report.
o Click F5: Update button or press F5 to save the changes.
Note: Follow the same steps to unmark a ledger which is identified as Period Ledger.
o Press Escape to view the Periodic Payments and Receipts report.
Click F4: Group or press F4 to filter the ledgers to the selected Group.
Click 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 user has made for Ledgers.
To view the Working Paper during analysis, click Ctrl+W: Wkg Paper or press Ctrl+W. The details displayed in Working Paper will be relevant to the report from where it is triggered. This report displays the details of configuration of Periodic Ledgers.
Click F9: Inv Reports or press F9 to navigate to the default Inventory Reports.
Click F10: Acc Reports or press F10 to navigate to the default Accounting Reports.
Click F10: Analysis Reports or press Alt+F10 to navigate to the other Analysis Reports.