9.1 GL Code

To navigate to GL Code section:

1. Click on GL Code from the side menu.

2. All the GL Codes will be shown here as a list.

9.1.1 To create a new GL Code

1. Click on the ‘+’ button.

2. A window will slide in from the right, filling in all the required fields.

3. Finally, click on ‘Save’.

9.1.2 To modify an existing GL Code

1. Search or click into one of the GL Code from the list.

2. A window will slide in from the right, make all the changes you need in this area.

3. Finally, click on ‘Update’ to save the changes.

9.1.3 To delete an existing GL Code

1. Search or click into one of the GL Code from the list.

2. A window will slide in from the right, click on the red ‘Delete’ button at the bottom.

9.2 Fiscal Year

To navigate to Fiscal Year section:

1. Click on Fiscal Year from the side menu.

2. All the Fiscal Year will be shown here as a list.

9.2.1 To create a new Fiscal Year

1. Click on the ‘+’ button.

2. A window will slide in from the right, filling in all the required fields.

3. Finally, click on ‘Save’.

9.2.2 To modify an existing Fiscal Year

1. Search or click into one of the Fiscal Year from the list.

2. A window will slide in from the right, navigate to the ‘Fiscal Period’.

3. A list of months will be displayed in a list here.

4. Select one of the months from the listing.

5. Make all the changes you need in this area.

6. Finally, click on ‘Save’.