How to View Balance Sheet Report in SwilERP Software

Balance Sheet

How to View Balance Sheet in SwilERP Software


What is Balance Sheet?

A balance sheet is an important financial document that shows what a company owns and owes at a specific time. The balance sheet gives a clear picture of the company's finances, including its assets, debts, and what shareholders have invested.

For SwilERP users, this financial overview is easily accessible in the accounts reports section. This report highlights where funds come from, details about assets and liabilities, and compares financial data from year to year.

Start with login in SwilERP dashboard to initiate the process

  1. Go to the Starts> Reports> Accounts Reports> Balance Sheet.
The below-given image for your reference:
SwilERP Dashboard Window

How to View Balance Sheet

A new window of balance sheet will appear in the next slide. Follow the below-given process:
  1. Select the As on date to view the balance sheet at the specific time.
  2. Tick-Mark on the Last year comparison to compare the data.
  3. You can also view the Closing Stock report with the given option.
  4. Click on the View option.
Reference image:



Users can view following details in the balance sheet:
  1. Source of Funds:
    1. Current Liabilities- The amount of current liabilities shows in this column.
    2. Closing Stock Value-  The value of a closing stock is visible here.
    3. Stock A/c- Users can see stock a/c here.
  1. Application of Funds:
    1. Current Assets- You'll see current assets amounts in this column.
    2. P&L Profit- If you have profit in your business, then that is shown in this column.

Note: The data in the balance sheet shows according to your transaction in SwilERP software.



How to Select File Format

Users can select file format to Print and Preview the balance sheet.

  1. Go to the Format File tab.
  2. Select the format as: Balance Sheet/ Last year's Balance Sheet.
  3. Click on the Print or Preview option to print the balance sheet.
Reference image:

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