| Welcome to the Swan Wiki |
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| The Swan Accounting System User Guide is designed to provide detail information about how to setup and use the on-line financial accounting system. The accounting and GST related information covered in this guide is at a very basic label and is to be used for informational purposes only. This guide is not a substitute or replacement for an accounting and GST principles training |
| SWAN Latest Updates |
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| Version: SWAN Ver 2.0
Release Date: 2/1/2019 |
New Features: Settlements
This release feature a new functionality called “Settlements” where users can make settlements for their credit note and debit note. However, user can’t make a partial payment to a credit note or a debit note using this feature. For detailed guidelines: How to make settlements guidelines
- Credit Note Settlements
Under sales section, credit note list user can search for a credit note to make settlement. Input desired date range, customer or even search specifically for a credit note using the search bar. User can only make settlement for posted status credit note. Select a credit note to make settlements, input payment details such as deposit account and amount. After the payment is processed, user will be redirected to receipt list. User can view their receipt for the credit note settlement. The credit note status will be changed to paid.
Steps: Click Sales > Click Credit Note List > Input desired details for a credit note > Click settlement icon on desired credit note > Input payment details > Click process payment
- Debit Note Settlements
Under purchases section, debit note list user can search for a debit note to make settlement. Input desired date range, vendor or even search specifically for a debit note using the search bar. User can only make settlement for posted status debit note. Select a debit note to make settlements, input payment details such as pay from account and amount. After the payment is processed, user will be redirected to payment list. User can view their payment voucher for the debit note settlement. The debit note status will be changed to paid.
Steps: Click Purchases > Click Debit Note List > Input desired details for a debit note > Click settlement icon on desired debit note > Input payment details > Click process payment