GL Code Management

The GL Code section manages unique identifiers for categorizing financial transactions within the e-Claim module.

Overview

1. Navigate to the GL Code section from the side menu.

2. View all existing GL Codes in a list format.

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.

Open

Key Functionalities

1. 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.

Open

Modify an Existing GL Code:

• Search for or select a GL Code from the list.

• Edit details in the slide-in window.

• Click on Update to save changes.

Delete a GL Code:

• Select the desired GL Code from the list.

• Click on the red Delete button.

• Confirm the deletion.

Integration with the e-Claim Module

The Chart of Account Applet interacts seamlessly with other applets within the e-Claim module to:

1. 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.

2. Enhance Reporting:

   • GL Codes are used to generate detailed financial reports by category.