How to Open Previous Financial Year in SwilERP

How to Open Previous Financial Year in SwilERP

Process to Open Previous Financial Year

This process is generally used after the financial year closing process. With this form, you can easily lock and unlock your current and previous year transaction series.

Start with Login in SwilERP dashboard

Step:1 Go to Alert button

For this process, the first step is to click on the "Alert" button on the main dashboard screen.

1. After that, a window will open.
2. Click on the “Check your updates” option.
3. Another window will open.
4. Tick the option: Download Query - Financial Year Lock (Update).
5. Click on the “OK” button, as mentioned in the image above.

Step:2 Give User Rights

After this process, you need to open the role option and grant rights to this dynamic form for the user.

1. Go to the Start Button>Masters> Resources>Role.
2. Grant rights for this form to the user.
3. Then, you can find this dynamic form under the Tools option.
   

Now you need to restart the software.

Step:3 Open Previous Financial Year

After logging in, go to the Start button, then select Tools, and choose Financial Year Lock (Update), as shown in the image below.

1. Open the window.
2. Find the drop-down menu to select your financial year.
3. Select your year.
4. Tick the transaction series you want to lock.
5. Untick the transaction series you want to unlock.
6. Ticking will lock the transaction series, while unticking will unlock it.
7. Once you are done with your selection, click the Save button, as shown in the image below.

Reference image:

Now you can access your selected transaction series.