Basic information

You can add a Bank Account in SwilERP to track your transactions. It helps you to obtain automatic bank feeds. You can reconcile vouchers and bank account data and match the transaction with SwilERP. A Credit card system is a system for authorizing, clearing, and settling transactions in which credit cards (issued or authorized by the system's operator) are used to purchase goods or services or to obtain a cash advance. In general, a currency is a system of money in common use within a specific environment over time, especially for people in a nation-state.

How to Export or Import the data

1. While you click on the Export option, a new window for selecting a path will appear on the next slide.
   
2. Choose the Path and enter the Name of the file to save it.
   
3. Click on the Save option, and an excel file will automatically open in your system.

Export File Window

1. While you click on the Import option, a new window for selecting a path will appear on the next slide.
   
2. Choose the Path where your document is saved.
   
3. Click on the Open option to import the file.
   

Import File Window

1. After that, you will get a "File Has Been Imported Successfully" message.
   
2. The data will automatically update the respective masters from the selected excel sheet.
   

Success Message Window