How to View Payable Details to track Payments in SwilERP Software

Payable Details

How to View Payable Details in SwilERP (RetailGraph)


What is the meaning of payables?

A payable report is an ongoing process of tracking and recording all payments by a business, big or small, to ensure accurate financial data. Payable reports cover all the due balances, net amount, and PDC amount of doing business. In SwilERP, you can view the due amount details by selecting the date range and Overdue by days options. Users can also view the report by filtering Accounts, Vendor, or Refer By name.

How can you analyze the payable report?

Accounts payable analysis extracts several details from the detailed reports payable records. With this option, you can easily analyze your data. With SwilERP, you find the information exactly to the pivot table, in which you can select details accordingly. This analysis process is noted below, do follow the below-given steps.

Start with Login in SwilERP Dashboard to Initiate the Process

  1. Go to the PAYMENTS> PAYABLES
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SwilERP Dashboard Window

Process to view payables report in home section

  1. Select As on Date, in which you want to view the report.
  2. Select Report Type as Summary/ Detail/ Month wise/ Day wise.
  3. Choose the options from the Select tab in between:
    1. Include Debit Note
    2. Exclude Debit Note
    3. Show Debit Note
  4. Select Reports:
    1. As On
    2. Consider Bill Up To
  5. Select Refer By as Area Allocation, Vendor, Invoice in which you want to view the reports.
  6. Tick-mark on the options, if required:
    1. Auto Adjustment (Whenever you tick a mark on this option, the report will show after adjusting all the advance payments automatically)
    2. Consider PDC as paid
  7. Enter Over Due By Days from where you want to view the details.
  8. Select Balance type All/ Debit/ Credit.
  9. Now, you can choose the particular Account/Vendor/ Refer By to view the report.
  10. Click on the View tab.
  11. And, there you will see payables details on the below-given screen.
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Process to view payables report Area-wise

  1. Go to the Area Section.
  2. With this report, you can view the details Area-wise.
  3. Choose the below-given options:
    1. Region
    2. Area
    3. Locality
    4. Customer
    5. Product
    6. Refer By (Zone), etc.
  4. From these options, you can view the details by selecting them.
  5. Click on the View option.
  6. After selecting these options, the report will reflect according to the options chosen.
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Process to view payables report station-wise

  1. Go to the Station Section.
  2. To view the details station wise, select the below-given options:
    1. Country
    2. District
    3. Customer
    4. State
    5. Station
    6. First Refer By
  3. Click on the View option.
  4. After selecting these options, the report will reflect according to chosen option.
Below-given image for your reference:



How can you analyze payables report?

In this section, you can analyze your payables report. You can find this report similar to the pivot table, in which you can view the due payment amount details. 
  1. Go to the Analysis section.
  2. Select the details as same as you selected in the Home section.
  3. Click on the View option. 
  4. After that, Choose fields to add to report. Tick-mark on the options; then, they will automatically field in the below-given areas. 
  5. You can also Drag fields between below-given four areas: Filter, Columns, Rows, Values. 
  6. The data reflect in the Analysis Grid section. 
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  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. 
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  1. You can also view the report in Raw Data, where you can find every detail.
  2. Click on the raw data and there you will see Payables report. 
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To Print and Preview the Report 

  1. Go to the Display section.
  2. Select the Print and Preview option to take printout of the report. 
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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. 

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