SwilERP's Consolidated Account Group Details

How to View Consolidated Account Group Details in SwilERP Enterprise

In SwilERP, Consolidated Account Group Details likely refers to a feature or function within the software that allows users to view a summary or combined information related to specific groups of accounts. Users may utilize this feature to analyze and understand the overall financial status of the organization or a particular segment.

Begin by logging into SwilERP to initiate the process:

Navigate to Menu > Consolidated Data > Account Reports > Account Group Details.

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SwilERP Dashboard Window

Choose the Starting Date in the "From" field.
Select the Ending Date in the "To" field.
Check both Boxes if Necessary:
Last Year Comparison
Credit/Debit Detail
Pick the Group Ledger to see details for the desired accounts group.
Click on the View tab to proceed with generating the desired report or display.

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Account Group Details Window

Export Account Group Details in Excel:

Navigate to the Display section within SwilERP.
Select the T option to access additional functionalities.
Choose the Excel option to seamlessly convert and export your report.

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Export Options Window