Adding, Editing & Deleting Cheque Book in Ginesys Web
As we can print Cheque from Ginesys therefore we need to know how the Cheque Book is being managed in Ginesys -
Prerequisites
The users' role must have access to the Add app operation in the Cheque Book feature in Finance - Operation - Cheque through Roles in Ginesys Web - Admin - Security.
Step-by-step guide
The process is divided in the following steps:
- Go to Ginesys Web > Finance > Setup > Cheque > Cheque Book.
- Cheque Book module will open.
- Click on Add button.
- Cheque Book window will open.
- You will get two sections - General Information and Cheque Leaf Details.
- General Information:
- Select the Owner Site (Mandatory Field) for which you want to create the Check Book.
- Select the Date of Issue.
- Select Bank Name.
- Put in the Remarks.
- Select the Owner Site (Mandatory Field) for which you want to create the Check Book.
- Cheque Leaf Details:
- Click on General Cheque Leaf button.
- Put in Start Cheque No., End Cheque No. and Cheque No. Width.
- Click on Continue.
- Cheque Leaf details will be populated with Cheque No., Date, Type, Status, Voucher No. etc.
- Click on General Cheque Leaf button.
- Click on the Save button to save the Cheque Leaf.
Prerequisites
The users' role must have access to the Edit app operation in the Cheque Book feature in Finance - Operation - Cheque through Roles in Ginesys Web - Admin - Security.
Step-by-step guide
The process is divided in the following steps:
- Go to Ginesys Web > Finance > Setup > Cheque > Cheque Book.
- Cheque Book module will open.
- Select the Cheque Book No. from list view. You cannot select multiple documents to edit.
- Cheque Book window will open.
- Go to Action > Edit.
- All others details will be populated.
- Modify the required fields as per your requirement.
- Click on the Save button to save the modified Cheque Leaf.
Prerequisites
The users' role must have access to the Delete app operation in the Cheque Book feature in Finance - Operation - Cheque through Roles in Ginesys Web - Admin - Security.
Step-by-step guide
The process is divided in the following steps:
- Go to Ginesys Web > Finance > Setup > Cheque > Cheque Book.
- Cheque Book module will open.
- Select the Cheque Book No. from list view.
- Go to Action > Delete.
- You will get a message - "Document once deleted cannot be retrieved. Do you want to delete this document?"
- If you click on Yes, you will get a confirmation message "<Cheque Book No.> - Deleted Successfully".
Online Printing option is now available from version 12.6.6 onwards.