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The ledgers, once added to the master, need to be managed efficiently by modifying existing ones and deleting the redundant ones as well as making any of the temporarily unused ledgers extinct. The details of the Ledger Master can also be Exported to excel.

Pre-requisites

  1. To Edit: The user's role must have the Modify application operation enabled for  Admin - Finance - Chart of Accounts - Ledgers  through Roles in Ginesys Web - Admin - Security
  2. To Delete: The user's role must have the Delete application operation enabled for  Admin - Finance - Chart of Accounts - Ledgers  through Roles in Ginesys Web - Admin - Security.

 Step-by-step guide

Expand
titleEdit Ledger

On selecting a Ledger and clicking the Edit option, the Edit Ledger window opens, similar to the Add Ledger window. The user can edit any of the details in the window.

Tip

Note

  • You can also open the Edit Ledger window by double clicking on the desired ledger name. 
  • You can also make a ledger extinct from the same place.
              



Expand
titleDelete Ledger

This option helps you to delete the desired ledger. You need to select a record and then select the Delete option from the menu or select the record and press Delete button on the keyboard.


Warning

Note: You cannot delete a ledger which is already tagged to a site.


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Expand
titleExport to Excel

This action button helps you to export the entire ledger list to Excel. 


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