Statement of Accounts
How to View Account Statement in SwilERP
What is a account statement?
An account statem
ent is a document that reflects all the transactions between customers and vendors. Generally, this statement provides the transactions' data posted in accounts. For example, cash in hand, direct and indirect expenses, sales and purchase taxes, TDS/ TCS paid, etc. All these transactions are shown in account statements.
In SwilERP, users can view statements according to the
date
and particular
account-wise statement.
Users can also view transactions'
Debit/Credit
amount-wise. Do follow the below-given process to view the statement:
Start with Login in SwilERP Dashboard to initiate the process
- Go to the Statements> Account statement.
How to View Account statement
-
A window of
account statement
will appear in next slide.
-
Go to the
Home
section.
-
Select the
Date Range
in which you want to view statement.
-
If you want to view
s
tatement of particular account
, select the account name from the drop-down list.
-
Tick mark
on the options, if required-
-
Show 0 balance account
-
Include nil transactions a/c
-
Click on the
View
options.
-
And, there you can view all the transactions and amount in
Debit/ Credit
column.
Export account statement in excel
Sometimes, it is necessary to share an account statement with someone. Users can easily export statements in an excel file from this option to share the report.
-
Go to the
Display
Section.
-
Click on the
''T''
option on the top of the right side.
-
Select the
Excel
option to export your statement, and
save
the file in your system.
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