Inquire Transactions Details
How to Inquire Transaction in SwilERP Software
What is Inquire Transaction?
The INQUIRE TRANSACTION command retrieves information about a particular transaction of SwilERP. The inquire transaction lets you view the details according to the selected date range and account name.
In SwilERP, Inquire Transaction is available to view the account-wise details. In this option, users can view the Debit and Credit side transaction entries and consider Bill's types and narration.
Start with login in SwilERP dashboard to initiate the process
-
Go to
Queries> Inquire Transaction.
In the Inquire Transactions window
-
Go to the
Home
Tab.
-
Enter the
Date Range
'From' to 'To'.
-
Select the
Account
name in which you want to view the transactions.
-
Then, select the
Group
as Voucher wise, Account wise, Date wise, Group wise, or Month wise.
-
Select
Location
and click on the
View
option.
Reference image:
If you want to view all the transactions by selecting Date Range
-
Enter the
Date Range
from where you want the transactions.
-
Then, you have to select the
Group
as Voucher wise, Account wise, Date wise, Group wise, or Month wise to view the transactions in the same.
- Select the Location.
-
Now, Enter the
Voucher no, Debit/Credit Amt as More than and Less than
in which you want to view the details.
-
Users can also
Filter
the
Series
with the given option.
- Click on the View option.
Reference image:
To Print, Preview, and Convert transactions into Excel format
-
Go to the
Display
option.
-
Click on the
Print
and
Preview
Option to print your transactions.
-
Then, click on the
'T'
point and
select the option in which you want to convert the Inquire transactions.
Reference image:
|
|
Related Articles
Modify Vouchers Details
How to Modify Vouchers in SwilERP (RetailGraph) Software In SwilERP, modifying vouchers is essential when incorrect details are entered during voucher creation. Vouchers serve as crucial supporting documents for accounting transactions. This option ...Reposting of Transactions Data
How to do Reposting of Transaction Data in SwilERP (RetailGraph) What is Reposting? Reposting is used to re-post or reconcile transaction data from the SwilERP software. Selecting the date range allows you to easily reconcile transactions of a ...Margin Details of Purchase Bills
How to View Margin Details of Purchase Bills in SwilERP (RetailGraph) What are Margin Details? In a general business context, the margin details reflect the rate, cost, and MRP of products you purchased. Margin details can also refer to the portion ...Inquire Account Balance
How to Inquire account balance in SwilERP Definition of Account Balance Account balances are an important part of accounting. An account balance is the amount of money present in a financial repository and the balance is always the net amount after ...Transactions Query
How to View Transactions Query in SwilERP Software SwilERP Software provides users with the ability to view transaction queries using parameters. This report allows users to view two types of details in the same report: transaction details and ...