How to Add Bank Account Details in SwilERP ERP Software

How to Add Bank Account Details

How to Add Bank Account Details in SwilERP


If you want to keep track of your transactions, you can add a Bank Account in SwilERP. This will allow you to receive automatic bank feeds and easily reconcile vouchers and bank account data. You can also match transactions with SwilERP to ensure accuracy. To maintain records of every transaction and track your payment and receipt entries, adding a bank account in the software is important. Follow the steps below to add your bank details in SwilERP.

Start with Login in SwilERP Dashboard to initiate the Process

  1. Go to the Masters> Customer/ Vendor > Bank.
  2. After that, a Bank Account window will appear on the next slide.
Reference image:
SwilERP Dashboard Window

Process to Add Bank Account 

A new window for creating a bank account will appear on the next slide. Here you'll see all the bank accounts listed; click on the New tab to create a bank account.
  1. Enter the Bank Account name which you want to create. (For example, you entered "State Bank of India")
  2. Update the Address, Station, Locality, and Pincode in the columns.
  3. Enter the IFSC Code of your branch.
  4. If required, then enter the Mobile/ Phone number and E-mail ID.
  5. And, Save the page with the given option.
Reference image:

add bank account

To View the List of Bank Accounts 

  1. You can view all the created bank account details in this window. 
  2. New, Edit, Print, Delete, and Refresh options are also available in this window. 
Reference image:

list of bank accounts

      • Related Articles

      • Bank Reconciliation Report

        How to view Bank Reconciliation Report in SwilERP In this article, we'll discuss how to view a bank reconciliation report in SwilERP. For this, we have to know what bank reconciliation is. What is a bank reconciliation? A bank reconciliation ...

      • Step-by-Step Guide to Integrating SwilERP with Razorpay POS

        How to Integrate SwilERP with Razorpay POS SwilERP allows you to integrate different payment gateways to make customer transactions easier and faster. One such integration is with Razorpay POS, which enables businesses to accept payments through UPI, ...

      • PDC to Cleared

        How to View PDC Clearance Details in SwilERP What does PDC mean? It is a cheque written and issued by the debtor for the future date and not be encashed or deposited until the dated which is mentioned on the cheque. What is the advantage of writing ...

      • Online Setup Process For SwilERP (RetailGraph)

        How to Set Centralized Online Working with SwilERP In SwilERP, you can set up centralized online working. With this process, users have only one database, and they can create multiple branches of stock locations . But the users should have a stable ...

      • Navigating SwilERP

        Menu Options of SwilERP This Article will help you to find the menu and how to navigate the transaction options of SwilERP. You can also change your desktop theme and background. To know more about the navigation process, go through the below-given ...