Learn How to Export/Import Cheque Book Format in SwilERP Software

Process of Export/Import Cheque Book Format

How to Export/Import Cheque Book Format in SwilERP Software


Every business requires Cheque books from multiple banks to do transactions, and managing those Cheques becomes hectic and time-consuming. Whereas the user can Export and import Cheque Format using SwilERP Software. In this article, we will discuss how to Export/Import Cheque Books Format through the SwilERP software.

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

  1. Go to the System.
  2. Select Import/Export > Export Formats.
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Reference Window:

Export Formats


Note:- In the next appearing window a password verification window will open, This window will ask you to enter the password to open it. For password, you can contact your local service provider or make a ticket on support.swilindia.com.


Process: 1- How to Export Cheque Book Format:

  1. Select the Transaction name as Cheque Book.
  2. Also, select the Format name as Cheque Book.
  3. Click on the Export option to export the XML File format.

Reference Window:

Export Cheque Book Format


  1. After clicking on Export option, a new window for selecting a path will appear.
  2. Enter the File Name and Save the file in the selected file destination.
  3. Then, Format File Exported Successfully message will appear. Press Ok to continue.

Reference Window:

Format File Exported Successfully


  1. Now, open the XML file, and make needful changes in the Format as required.
  2. And, Save the file after changes.

Reference Window:

Save

Process: 2- How to Import Cheque Book Format:

  1. After making changes, you Must Import the new file into SwilERP Software.
  2. Again open the Export Formats window.
  3. Select the Transaction and Format name as a cheque book.
  4. Click on the Import option and a new window will open, select the file path where your file is saved.
  5. Open it.

Reference Window:

select the file path


  1. After that, 'Format File Imported Successfully' message will appear.
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Reference Window:
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Format File Imported Successfully

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