Explore Consolidated P&L in SwilERP Enterprise

Explore Consolidated P&L in SwilERP Enterprise

How to View Profit & Loss Account in SwilERP Enterprise Software

The Profit and Loss account in SwilERP Enterprise software, available under Consolidated Data, succinctly captures a business's annual financial performance, highlighting net profit or loss. This tool is indispensable for traders, offering a quick yet comprehensive overview of revenue, expenses, and overall profitability to inform strategic decision-making.

Start with Login in the SwilERP to initiate the process

  1. Go to Menu > Consolidated Data
  2. Select Account Reports > Profit and Loss Account.
Reference Image:
SwilERP Dashboard Window

Here are the steps to view the Consolidated P&L data:

  1. Go to the Home tab.
  2. Select the Date Range 'From to To' till which you want to view the report.
  3. Tick a mark in the Last Year Comparison, If you want to view compression in both years.
  4. Click on the View tab.
Reference Image:
Profit and Loss Account Window

View Closing Stock Details:

  1. Go to the Closing Stock tab and double-click on it.
  2. A new pop-up window of Product wise current stock details will appear on the next slide.
  3. Here you can view the Products' name, Current stock, Stock as on, Rate, and Stock Value details along with their total amount.
  4. Users can also view the following details:
    1. Account name
    2. Stock location
    3. Closing Stock as on 31st March
    4. Closing Stock as on the current date
    5. Branch name
    6. Grand total amount
Reference Image:
Current Stock Details Window