​How to View Sub-Ledger of Accounts in SwilERP Pharmacy Software

View Sub-Ledger of Accounts

​How to View Sub-Ledger of Accounts in SwilERP

What is a sub-ledger?

A sub-ledger is a ledger containing all of a detailed sub-set of transactions. The total transactions in the sub-ledger roll up into the general ledger. For example, a sub-ledger may include all accounts receivable, accounts payable, or fixed asset transactions. A summary-level entry is periodically recorded in the general ledger. If someone is analyzing information in the general ledger in an account that contains this summarized level of information.



In SwilERP, users can view sub-ledger account easily. There is an option to view account-wise details in sub-ledger account, or you can also view details of transactions together. 

To view the sub-ledger account in SwilERP, do follow the below-given steps

First, login in SwilERP dashboard to Initiate the Process 

  1. Go to the Accounts> Reports> Sub-Ledger.
SwilERP Dashboard Window

Here the process to view sub-ledger 

  1. Select the Date Range from where you want to view the details. 
  2. Select the account name if you want to view a particular account data. Otherwise, if you left this blank, it would be helpful to view all details .  
  3. Tick-Mark on the options, if required- 
    1. Show 0 balance account 
    2. Include nil transaction a/c 
  4. Click on the View option. 
Sub Ledger Window

View Transactions Details 

Users can view following details in sub-ledger section:
  1. Here you can view account name of transaction. 
  2. Account Group name of a particular account.
  3. Debit and Credit amount.  
The below-given image for your reference: 
Account Details Window

Export ledger account in excel 

In SwilERP, there is option to convert day book in excel format, and users can also share this report in excel format. Do follow the below-given process to convert file into excel.  
  1. Go to the Display option. 
  2. Click on the "T" tab to convert your file in excel format.
Export Into Excel Window

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