How to Export/Import Voucher Details in SwilERP Software

Export/Import Vouchers

How to Export/Import Vouchers in SwilERP Software


Vouchers are used to process current accounting entries, allocations, and corrections for which other means of entry into the financial system are unavailable. In SwilERP, we have a feature to export or import vouchers. You can export XML files of vouchers using the Export/Import Data option from the Options menu. Also, you can import vouchers in the file format of XML.

Here is the steps to export/ import vouchers data in SwilERP.

Login in SwilERP dashboard to initiate the process

  1. Go to the Starts> Options> Export/Import data
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Process to Export/Import Voucher

A window of export/import data will appear in the next slide. Go to the transaction and select Export/Import voucher.
  1. Tick-Mark on the following options if you want to export or import these details:
    1. Master
    2. Closing Stock Value
    3. Opening Stock
    4. Alias with Customer A/c
    5. Exclude Bank Vouchers
  1. Select the Date From to To in which you want to export or import data.
  2. There is an also option of Regenerate Closing Stock for given dates. If you want to do it then click on this option.
  3. To Export the data:
    1. Click on the Export for others options.
  1. To import the data tick mark on the Import option.
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How to Export Voucher

To export the voucher fill in the detail according to the above given information.
  1. Tick mark on the Export for Others option and press OK.
  2. Then, a new pop-up window to save the file (XML format) will appear.
  3. Select the file destination and Save the window.
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How to Import Voucher

To import the voucher fill in the detail according to the above given information.
  1. Tick mark on the Import option and press OK.
  2. Then, a new pop-up window to choose the XML file (other format also) will appear.
  3. Select the path and choose the file from your system.
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