How to Add Bank Account Details in SwilERP ERP Software

Add Bank Account Details

How to Add Bank Account Details in SwilERP (RetailGraph)


If you want to keep track of your transactions, you can add a Bank Account in SwilERP. This will allow you to receive automatic bank feeds and easily reconcile vouchers and bank account data. You can also match transactions with SwilERP to ensure accuracy. To maintain records of every transaction and track your payment and receipt entries, adding a bank account in the software is important. Follow the steps below to add your bank details in SwilERP.

Start with Login in SwilERP Dashboard to initiate the Process

  1. Go to the Masters> Customer/ Vendor > Bank.
  2. After that, a Bank Account window will appear on the next slide.
Reference image:
SwilERP Dashboard Window

Process to Add Bank Account 

A new window for creating a bank account will appear on the next slide. Here you'll see all the bank accounts listed; click on the New tab to create a bank account.
  1. Enter the Bank Account name which you want to create. (For example, you entered "State Bank of India")
  2. Update the Address, Station, Locality, and Pincode in the columns.
  3. Enter the IFSC Code of your branch.
  4. If required, then enter the Mobile/ Phone number and E-mail Id.
  5. And, Save the page with the given option.
Reference image:

add bank account

To View the List of Bank Accounts 

  1. You can view all the created bank account details in this window. 
  2. New, Edit, Print, Delete, and Refresh options are also available in this window. 
Reference image:

list of bank accounts

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