Consolidated Report of Trading Account
A Quick Guide to View SwilERP Enterprise Consolidated Trading Reports
Unlock insights into your business's profit/loss trends with SwilERP Enterprise's Consolidated Trading Accounts. Easily assess trading activities, compare annual sales and purchases, and streamline your financial analysis. Follow the steps below for effortless access and comprehensive reviews.
Start with Login in the SwilERP to initiate the process
Go to Menu > Consolidated Data.
Select Account Reports > Trading Account option.
Reference Image:
SwilERP Dashboard Window How to view Trading Account details:
- Navigate to the Home tab.
- Choose the desired Date Range using the "From" and "To" options.
- Optionally, enable Last Year Comparison by ticking the corresponding checkbox if needed.
- Click Closing Stock for quick access.
- Finalize the process by selecting the View option.
Trading Account Window Expenses Section:
- Purchase Account: View purchase transaction amounts.
- Gross Profit: Find Gross Profit details in this section.
Income Section:
- Sales Account: Access sales transaction amounts.
- Closing Stock Value: See the closing stock amount in this section.
Expenses & Income Window Export Trading Account in Excel:
- Navigate to the Display section.
- Click on the T option.
- Choose the Excel format for exporting your statement.
- Select the Export option to generate the Excel file.
Reference Image:
Export Trading Account Window
Related Articles
View Trading Account
How to View Trading Account in SwilERP What is Trading account? Trading account is used to determine the gross profit or gross loss of a business which results from trading activities.Trading activities are mostly related to the buying and selling ...
View Trading Account
How to View Trading Account Report in SwilERP (RetailGraph) A trading account assesses a business's gross profit or loss stemming from buying and selling endeavors. It efficiently calculates this outcome, primarily derived from trading activities. In ...
View Consolidated Details Of Sales & Stock
How to View Consolidated Details Of Sales & Stock in SwilERP Enterprise SwilERP Enterprise is a fictional software or enterprise resource planning system. To view consolidated details of sales and stock within such a system, you would typically ...
Consolidate Report of Ledger Display
How to View Consolidate Report of Ledger Display in SwilERP Enterprise The Ledger Display is a feature of accounting. SwilERP, that presents a summary of all transactions for a specific period or a customized timeframe. It typically includes details ...
Schedule-Account Wise Summary
How to view Schedule-Account Wise Summary in SwilERP Meaning of Schedule-Account Wise Summary In SwilERP, the schedule name defines the account group name applied to your transactions. An account Summary is a summarized document that provides a ...