Learn How to Export/ Import Vouchers in SwilERP Software

Export/ Import Vouchers

How to Export/ Import Vouchers in SwilERP


A system of accounting that involves the preparation of vouchers for the financial transaction and is supported with documents relevant to the transaction is called a voucher system in accounting. In SwilERP, there is an option to export and import vouchers from the Import/ Export Data section. With this option, you can export or import the XML files of vouchers. Users can select the Vouchers Type by applying filter on it. Also, you can Regenerate Closing Stock for given dates in the same window.

Start with login in SwilERP Dashboard to initiate the process

  1. Go to the System> Import/ Export> Import Patient Opening Balance
Reference image:

Import Patient Opening BalanceSwilERP Dashboard Window

How to Export or Import Vouchers

  1. In the next slide will appear a new Import patient opening balance window.
  2. Go to the Transaction section and click on Export/Import Voucher.
  3. Here you will see few following options to select the details:
    1. Master: To export or import the masters of vouchers.
    2. Closing Stock Value: When you tick-mark on this option, the closing stock value will include.
    3. Opening Balance: When you tick-mark on this option, the opening balance will include.
    4. Alias with Customer A/c: If you want this detail, then tick-mark on it.
    5. Exclude Bank Vouchers: If you want to exclude bank vouchers then tick-mark on it.
  1. Select the Date Range "From" to "To" in which in you want to export/ import the vouchers.
  2. To select the Voucher Type, tick-mark on the voucher by applying Filter on it.
  3. Users can also Regenerate Closing Stock for the given dates by clicking on it.
  4. Select the options:
    1. Export for Others: To export the XML file of voucher click on it.
    2. Import: If you want to import an XML file of voucher then select this option.
  1. Select the option between Summary and Detail in which you want to export or import the vouchers.
As shown in the below-given image:

Export Import Voucher Window

For example, you selected the export option to export the voucher.
  1. Press OK to continue.
  2. After that, a pop-up window will appear to select the file path to save it.
  3. Enter the File Name and Save the file in your selected path.

As shown in the below-given image:


export the voucherSelecting Path Window

  1. You will get the "Data Exported Successfully" message in the next slide.
Note: This is the same process you must follow to import the voucher. Click on the Import option, select the file path, and open it. After that, you will get a success message.
Reference image:
 
Data Exported SuccessfullyData Exported Successfully Window

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