How to View, Print, and Export Ledger Account in SwilERP Software

Ledger Display Report

How to View Ledger Display in SwilERP (RetailGraph)


What is a Ledger Display in SwilERP?

A ledger account is a dedicated record in the general ledger that tracks specific types of business transactions, such as assets, liabilities, equity, revenue, and expenses. The ledger display is a report that presents the debit and credit amounts for each ledger account. It enables users to locate data within a specified date range and provides account-specific reports for detailed analysis and review.

Start with Login in SwilERP Dashboard to initiate the process

  1. Go to the Starts> Reports> Account Reports> Ledger Display.
Reference image:
SwilERP Dashboard Window

Process to View Ledger Display

A new window of ledger display will appear in the next slide. Follow the below-given steps:
  1. Select the Date Range "From" to "To" in which you want to view the report.
  2. Select the Ledger account from the drop-down list, if you want to view the particular ledger account's report.
  3. Filter the account from the given option of Select Account.
  4. Tick-mark on the options, if required:
    1. Show 0 Balance Accounts
    2. Include Nil Transaction A/c
  1. Click on the View tab.
  2. And, there you will see ledger report.
Reference image:
 


To View the Report in the Chart Format

  1. Click on the Chart tab to view the report in chart format.
  2. Here you'll see the report's chart along with reflected every detail.
Reference image:



To Print and Preview the Report

In SwilERP, you can take print or preview the report. Follow the below-given steps to know more the process:
  1. Go to the Display option.
  2. Click on the Print and Preview option to print your transaction report.
Reference image:



To Export the File in Excel Format

  1. Go to the Display section.
  2. Click on the ''T'' button, and there, you'll see the options to convert your report into an excel file.

Reference image:

      • Related Articles

      • Analysis Ledger Display

        How to Analyze Ledger Display in SwilERP (RetailGraph) What is a Ledger Display? The Ledger Display in SwilERP offers a concise summary of transactions, whether for the current month or a customized timeframe. It includes essential details like ...

      • Consolidate Report of Ledger Display

        How to View Consolidate Report of Ledger Display in SwilERP Enterprise The Ledger Display is a feature of accounting. SwilERP, that presents a summary of all transactions for a specific period or a customized timeframe. It typically includes details ...

      • Customer Ledger Report

        How to view Customer Ledger Report in SwilERP (RetailGraph) The Customer Ledger report in SwilERP presents a comprehensive list of sales transactions for each customer within a specified period. It allows users to view detailed information, including ...

      • View Vendor/Supplier Ledger Report

        How to View Vendor Ledger Report in SwilERP (RetailGraph) Software What is a Vendor/Supplier Ledger? The Vendor Ledgers consist of all transactions relating to each Vendor or supplier. The open entries for each supplier will show the invoices that ...

      • Supplier Ledger Report

        How to Analyze Supplier Ledger Report in SwilERP Supplier Ledger Analysis report. The Supplier Ledgers consist of all transactions relating to each Supplier. The open entries for each Supplier will show the invoices that have yet to be paid or ...