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. 

​

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

      • Related Articles

      • Schedule-Account Wise Summary

        How to view Schedule-Account Wise Summary in SwilERP Meaning of Schedule-Account Wise Summary In SwilERP, the schedule name defines the account group name applied to your transactions. An account Summary is a summarized document that provides a ...

      • Daily Summary Reports

        How to view Daily Summary Report in SwilERP (RetailGraph) What is Daily Summary Report? The Daily Summary report in SwilERP offers a concise overview of software-related transactions occurring at your business daily. Users can customize the report ...

      • Schedule Customer Outstanding Report

        How to Schedule Customer Outstanding Report in SwilERP Software In SwilERP Software, there is an option to schedule customer outstanding report on daily basis. With this option, users can share day to day outstanding report via Email. Users can find ...

      • Short summary of SwilERP (RetailGraph)

        A Note on SwilERP (RetailGraph) Software Introduction: SwilERP Software SwilERP is a complete Retail Management System that offers small and Mid- Size retailers a complete point-of-sale solution that can be adapted to meet unique retail management. ...

      • Schedule Wise Purchase Details

        How to Analyze Schedule Wise Purchase Details in the SwilERP What Is Meaning By Schedule Wise Purchase Details? Medicine Schedules make up the classification system used to define a medication's level of risks and benefits. In this report, users can ...