Learn How to Change Financial Year in SwilERP | Moving to the Next Financial Year

Change Financial Year

How to Change Financial Year in SwilERP


Why Change Financial Year.

Generally, an accounting period is from 1st April to 31st March. Hence, on 31st March closing of the accounts is done, new books are started for the new financial year, and the balance is carried forward to the new financial year. If the user wants to make any changes in the last financial year, they can do it with the help of the change financial year option. The process of changing the financial year is effortless. In the SwilERP Software, there is an option in the System section to change the Financial Year.
  • Kindly follow the basic steps to change the Financial Year:

  • To change the Financial Year, click on the System menu.
  • Select System Maintenance > Change Financial Year.

SwilERP Dashboard

After that the Change Financial Year window will appear :

  1. To Change Financial Year, follow the below easy steps:

  1. If the user wants to change the Financial Year for all users, then a tick mark is in it.
  2. Double-click on the financial year you want to change to the particular user.
  3. Users can do any transaction or modification after changing the Financial Year.
Change Financial Year

      • Related Articles

      • Close Financial Year

        How To Close Financial Year in SwilERP Meaning of Financial Year. Generally, an accounting period is from 1st April to 31st March. Hence, on 31st March closing of the accounts is done, new books are started for the new financial year, and the balance ...
      • How To close Financial Year in RetailGraph Software

        To See the Process, Please go through the following video: The first step is to take Backup of your Data. For data backup go to START BUTTON-> OPTIONS-> DATA BACKUP  A Window will open you can select a path of your backup file in that. In case if you ...
      • How To Close Financial Year in Cross Software

        How To Close Financial Year in Cross Software To watch this process via video, Please go through the video: ​ The first step is to take Backup of your Data. For backup go to  System -> Data Backup- Daily Backup A Window will open you can select a ...
      • Change Gmail Settings to send Mails.

        "How to Change Gmail Settings to send Mails through Our RetailGraph Software"                                                                                                Important notification for you. Last 2-3 days onwards our client-facing mail ...
      • Change Rate

        Change Rate From this option you can easily change the rates of sales invoice while making the bill or after you have saved the bill.  To execute the following process you need to make bill in sales invoice as shown in the image.    Now as shown in ...