How to View General Ledger of Accounts in SwilERP

View General Ledger of Account

How to View the General Ledger in SwilERP

General Ledger defines the record-keeping system for a company's financial data, with balance, debit, and credit account records validated by a trial balance. It provides a record of each financial transaction that takes place during the life of an operating company, and it holds the information needed to schedule the company's financial statements. Transaction data is segregated by date, entry name, narration, debit/credit amount, and balance. 

With SwilERP software, users can view every account's data or particular account details by selecting the account name. Also, there is an option to view details in different reports wise. 

  1. Month wise
  2. Day wise
  3. Voucher wise 
  4. General ledger 
  5. General ledger summary

Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Reports menu.
  2. Select the Account Reports > General Ledger.
Reference Window:
SwilERP Dashboard Image

How to view General Ledger:

  1. A new window of the General ledger will appear on the next slide. 
  2. Select the Date Range from which you want to view this report. 
  3. Select the Location according to you.
  4. If you want to view details of a particular account, select the Account Name. Otherwise, you can leave it blank.
  5. Select the Detail type from the drop-down options.
  6. If you want to apply a filter, Select Account filter tab and apply a filter as per the requirement.
  7. Tick-Mark on the options:-
  8. Show 0 Balance Account
  9. Include Nil Transaction A/c
  10. Click on the View option. 

Reference Window:
Report Window

How to convert the report into the Chart form:

  1. From the Home tab.
  2. Click on the Chart option.
  3. Inside the chart tab, there are many options for chart formats; choose in which you want to convert the report.


Reference Window:
Chart Tab Window

How to Print and Preview the report:

  1. Go to the Display tab.
  2. To take the printout, click on the Print and Preview tab.
Reference Window:
Print & Preview Tab Window

Export data in Excel format:

In SwilERP, there is also an option to export statements in excel and other formats. Users can easily export reports in an excel file and other export file options. Do follow the below-given steps:    
  1. Go to the Display section.
  2. Click on the "T" option, and select the excel option to convert your statement. 

Reference Window:
Export Tab Window

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