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:
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