1. Swift Account
  2. Using Swift
  3. Start using Swift

Start using Swift

When beginning Swift, set up in five easy steps below.

Basic information

Company profile and setting up invoicing.

  • Company profile: Enter company information in Master > Company Setup.
  • Invoicing: Setting up invoice numbering and upload invoice logo in Master > Company Setup and Master > Settings (Invoice).


Manage financial and tax settings.

  • Fiscal period: Set fiscal period in General Ledger > Account Codes > Setup.
  • Tax: Manage tax and tax code, and set whether transactions are tax inclusive or exclusive in General Ledger > Setup, click Tax & Charge.
  • Date lock: Set period to lock transaction modification in Master > Date Lock.

Chart of account

List of organization financial accounts used to record transactions.

  • Chart of account: Manage chart of accounts in General Ledger > Accounts Codes > Accounts
  • Account codes: Setup account codes in General Ledger > Account Codes > Setup.

Stocks and transactions

Add opening accounts, warehouse and stocks.

  • Opening accounts: Add opening payable and receivable in Transactions > Opening Accounts.
  • Warehouse: Add new warehouse in Master > Stock > Warehouse.
  • Stock: Add new stock and opening balance in Master > Stock.

User and access

Add user and manage access roles.

  • User: Add new user in Master > User.
  • User Access: Manage access roles for each user in Master > Role.


More on this topic

Setting up company information

Customise invoice

Setting fiscal period

Manage tax transaction

Manage chart of account

Setting transaction account

Add opening account

Add warehouse

Add stock

Add user

Manage user access

Last update: 16-Jan-2023