How To: Manage Ledger Master

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

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.
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

Edit 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.

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.

Delete 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.

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

Export to Excel

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

Pre-requisites

Step-by-step guide

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