Create Bank Master
How to create Bank Master in SwilERP Software
SwilERP offers a useful feature to track your financial transactions by adding a Bank Account. This helps you to automatically import your bank feeds into the software and reconcile vouchers and bank account data. This feature is particularly beneficial for businesses as it allows them to easily match their transactions with SwilERP and keep an accurate record of their finances. To add a bank account in SwilERP, follow these simple steps:
Start with Login in SwilERP Dashboard to initiate the Process:
- Go to the System menu
- Select Master Data > Doctor/Patient List > Bank.
Reference Window:
How to Add Bank Account:
- After that, you will see the next Bank window.
- To create a new bank, select the New tab.
- Users can select the Edit option to edit any bank details.
- Click on the Print option to take the printout.
- There is an option to Delete if you want to delete any bank details.
Reference Window:
- After clicking on the New tab, a new window for creating a bank account will appear on the next slide.
- Enter the Bank Account name which you want to create.
- Update the Address, Station, Locality, and Pincode in the respective columns.
- Enter the IFSC Code of your branch.
- If required, then enter the Mobile/ Phone number and E-mail Id.
- Now, Save the page.
Reference Window:
- You can view the created bank account details here.
Reference Window:
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