How to Schedule, Print and Export Multiple Account Summary in SwilERP

Schedule Multiple A/C Summary

How to Schedule Multiple A/c Summary in SwilERP

Meaning of Account Summary

An account statement is a periodic summary of account activity with beginning and ending dates. In which you are checking the most commonly known accounts. This default statement is a simplified summary available to users with linked accounts and multi-account structures such as institution accounts. 

The Multi-Account Summary is available for statements with a Schedule name, Account Name, Credit/ Debit balance or Date Range and a format of Excel, Text, XML, PDF, or HTML. Users can easily view and export the data with SwilERP software from the accounts section. 

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To view the summary of multiple schedule accounts, do follow the below-given steps: 

Open SwilERP dashboard in Accounts section

  1. Go to the Reports> Multiple schedule a/c summary.
Multiple schedule accountSwilERP Dashboard Window
Here is the process to view the details:
  1. Select the Date Range from where you want to view the summary. 
  2. Edit the parameters to print your schedules summary as:  
    1. Print Dr/Cr balance
    2. Debit balance 
    3. Credit balance
  3. Users can also Select and Filter the account from the given option. 
  4. Tap on the View option. 
Date RangeSchedule Details Window

View transaction details 

In this report, you'll see the following multiple schedule details. 
  1. Schedule name- With this, you can view every schedule name. 
  2. Account name-  The account name of every transaction is also available. 
  3. Balance-  There you can view the total amount of transactions.  
  4. Debit/Credit- This column defines the balance type that your balance is on the debit or credit side. 
View transaction details Details Window
In SwilERP, there is an option in the display section to print and export your statement in different formats. Users can easily print reports and Export them in Excel, Text, XML, PDF, or HTML formats.  
  1. Go to the Display Section.
  2. Click on the print and preview option to print your reports. 
  3. Click on the ''T'' option and choose a format in which you want to export your statement. 
Print and ExportDisplay Tab

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