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:
Click the ‘+’ button.
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:
Search
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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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Integration with the e-Claim Module
The Chart of Account Applet interacts seamlessly with other applets within the e-Claim module to:
Link GL Codes to Claims:
Each claim type is pre-configured with a relevant GL Code.
During claim submission, the system automatically assigns the appropriate GL Code based on the claim category.
Enhance Reporting:
GL Codes are used to generate detailed financial reports by category.