How to View Details to Clear Post-dated Cheques (PDC) in Retailgraph ERP

PDC to Cleared

How to View Details of PDC to Cleared in SwilERP (RetailGraph)


What does PDC mean?

It is a cheque written and issued by the debtor for the future date and not be encashed or deposited until the dated which is mentioned on the cheque. 

What is the advantage of writing post-dated Cheques?

It acts as an instalment payment system where the payer does not have to pay the amount in one go or at a specified time. It helps the payer cover his position for lack of funds by buying some items before making future payments. It helps in the seamless operation of the business.

Meaning of clear PDC.

After issuing PDC to your vendor/supplier, whenever your vendor deposits the cheque and the bank clears the cheque. Then you have to clear the PDC from SwilERP. To view the entries in the account statement properly, you must clear your pending PDC. 

In SwilERP software, there is an option in the 'Payments' section to view the PDC which is pending to cleared.

Start with Login in the SwilERP dashboard to initiate the process:

  1. Select Payments > PDC To Cleared.

Reference Window:
SwilERP Dashboard Window

How to view the pending PDC:

  1. Go to the Home tab.
  2. Select the date 'From to To.'
  3. Click on the View tab.
Reference Window:



How to view details in Chart form:

  1. From the Home tab.
  2. Click on the Chart tab.
  3. Inside the Chart tab there is given many chart options, select as per the requirement.
Reference Window:



How to Analysis the PDC details:

  1. Go to the Analysis section.
  2. Click on the View tab.
  3. You can choose fields to add to report according to the requirements.
  4. As well as you can see the selected details on the window.
  5. Enter that name from which you want to save report.
  6. Click on the 'Save' option.
  7. If you want to open previous report, then select the name from the drop-down list and click on the 'Open' tab.
  8. If you want to remove previous report, select the name from the drop-down list then Open report and click on the Remove tab.
  9. You can Export/Import the report.
  10. If required, you can set the Grid from the given option.
Reference Window:



How to Preview/Print and Export the report:

  1. Go to the Display tab.
  2. To take the print out click on the Preview and Print tab.
  3. Click on the 'T' point and you can export the report in excel and other formats. 
 Reference Window:

      • Related Articles

      • Clear Pending PDC (PDC Management)

        How to Clear Pending PDC in SwilERP Software Overview After issuing PDC to your vendor/supplier, whenever your vendor deposits the cheque and the bank clears the cheque. Then you have to clear the PDC from SwilERP. To view the entries in the account ...

      • Cheques Cleared

        How to Cheques Cleared In SwilERP (RetailGraph) Software After providing a post-dated cheque (PDC) to your vendor/supplier, when they deposit and the bank clears it, you must clear the PDC in SwilERP software. Access the "Cheques Cleared" option in ...

      • View PDC To Deposit

        How can a user view all the Post Dated cheque details in SwilERP (RetailGraph) PDC To Deposit means the receiver can view the details of all the post-dated cheques' details. In the SwilERP, there is an option in the Receipts section to view all ...

      • Issue Post Dated Cheque (PDC)

        How to Issue Post-Dated Cheques (PDC) in SwilERP (RetailGraph) What's the meaning of PDC? PDC is a short form for the post-dated cheque, which is given by an issuer to a recipient as a form of payment ahead of time. A post-dated cheque is one that ...

      • Post Dated Cheque Receipt (PDC Management)

        How to create (Post Dated Cheque) PDC Receipt Entry in SwilERP Meaning of PDC You use the same cheque format for a regular cheque and a PDC. The only difference is the date you indicate on the upper right-hand side. On a regular cheque, you write the ...