SwilERP's Consolidated Account Group Details

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:

  1. Navigate to Menu > Consolidated Data > Account Reports > Account Group Details.
Reference Image:
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.
  • Reference Image:
    Account Group Details Window

    Export Account Group Details in Excel:

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

    Reference Image:
    Export Options Window




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