1.Cashbook: Create New Cashbook >Edit (Details, Triggers & Limits, Members)
1.1. Please click the ‘"+’ " button to Create a new Member.
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Please fill up the compulsory ( * ) information for creating the Cashbook. After filled filling up all Compulsory ( * ) information , Please click ‘Save’ "Save" to add a new Cashbook.
Compulsory information:
Cashbook Name
Cashbook Code
Search Company Code/Name - Configured in the 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 on the main page. Please click on the cashbook to edit it.
You can edit the details, triggers & trigger limits, and members of the cashbook.1.
2.1.1 Details
In details the 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
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Please click the ‘save’ "save" button to update the changes.
You can click the ‘delete’ "delete" button to remove the cashbook from the cashbook listing.
2.1.2
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Triggers and Limits
In the triggers & and 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’ "save" button to update the changes.
You can click the ‘delete’ "delete" button to remove the Triggers & and Limits from the cashbook.
2.1.
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Members
In the members tab, you can add members to the cashbook.
Please click the
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"+
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" 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’ "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.
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Only status can be edited. After updating the status, please click
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"save".
Please click
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"delete" to remove the member from the cashbook.
2.1.4 Weightage Configuration
In the weightage configuration tab, you can add weightage configuration to the cashbook.
Please click the "+" button to add a weightage configuration to the cashbook.
The following fields are compulsory:
Configuration Code
Configuration Name
Select Status - Active or not active
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Please click the "save" button to add the weightage configuration to the cashbook
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After adding the weightage configuration, it will be listed in the Weightage Configuration tab. Please click on the weightage configuration to edit it.
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After updating the details, please click "save".
Please click "delete" to remove the weightage configuration from the cashbook.