Page Comparison

1.Cashbook: Create New Cashbook >Edit (Details, Triggers & Limits, Members)

1.1. Please click the ‘+’ button to Create a new Member.

Please fill up the compulsory (*) information for creating the Cashbook. After filled up all Compulsory (*) information, Please click ‘Save’ to add a new Cashbook. Compulsory information:

• Cashbook Name

• Cashbook Code

• Search Company Code/Name - Configured in organization Applet

• Search Currency Code / Name

• Search GL Code/Name - Configured in Chart of Account Applet

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1.2. After adding the Cashbook, it will be listed in the main page. Please click on the cashbook to edit it. 

You can edit the details, triggers & limits and members of the cashbook.

1.2.1. In details tab, the following information can be edited:

• Cashbook Name

• Cashbook Code

• Description

• Account Number

• Search Company Code/Name - Configured in organization Applet

• Search Branch - Configured in organization Applet

• Bank

• Search Currency Code / Name

• Search GL Code/Name - Configured in Chart of Account Applet

• Status

...

Please click the ‘save’ button to update the changes.

You can click the ‘delete’ button to remove the cashbook from the cashbook listing.

1.2.2. In the triggers & limits tab, you can add triggers and limits to the cashbook. The following information can be edited:

• Low level Trigger

• High level Trigger

• Facility Amount

• Overdraft Limit

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Please click the ‘save’ button to update the changes.

You can click the ‘delete’ button to remove the Triggers & Limits from the cashbook.

1.2.3. In the members tab, you can add members to the cashbook. 

• Please click the ‘+’ button to add a member to the cashbook.

• The following fields are compulsory:

  • Select Email - Registered Akaun Account

  • Select Rank - Only Member

  • Select Status - Active or not Active

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Please click the ‘save’ button to add the member to the cashbook.

• After adding the member, it will be listed in the Member tab. Please click on the member to edit it.

  • Only status can be edited. After updating the status, please click ‘save’.

  • Please click ‘delete’ to remove the member from the cashbook.

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