To navigate to The GL Code section :
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manages unique identifiers for categorizing financial transactions within the e-Claim module.
Overview
Navigate to the GL Code section from the side menu.
All the View all existing GL Codes will be shown here as in a list format.
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9.1.1 To create a new GL Code
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Example Use Case
A finance manager needs to add a GL Code for "Employee Training Expenses." This code will allow training-related claims to be categorized separately for reporting and budgeting purposes.
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Key Functionalities
Create a New GL Code:
Search or click into one of theClick the ‘+’ button.
A window will slide in from the right, filling in all the required fields.
Finally, click on ‘Save’.
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9.1.2 To modify an existing GL Code
Fill in all required fields, including:
Code Name: A unique identifier for the GL Code.
Description: Purpose or category for the code.
Account Mapping: Links the GL Code to claim categories.
Click on Save to finalize.
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Modify an Existing GL Code:
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Search for or select a GL Code from the list.
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A window will slide in from the right, make all the changes you need in this area.
Edit details in the slide-in window.
Click on Update to save changes.
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Delete a GL Code
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Select the desired GL Code from the list.
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Click on the red
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Delete button
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Confirm the
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deletion.
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