mO SharemO Share

We’re excited to announce that the latest information is now available on our new site, the Ginesys One Wiki!. Visit the site for up-to-date resources and insights. We look forward to continuing to support you there!

Adding, Editing & Deleting Cheque Book in Ginesys Web

Owned by Aparajita Basu Roy
Last updated: Jul 13, 2022 by Subhasree Banerjee (Unlicensed)
2 min read

As we can print Cheque from Ginesys therefore we need to know how the Cheque Book is being managed in Ginesys - 

 Add Cheque Book

Prerequisites

  1. 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:

  1. Go to Ginesys Web > Finance > Setup > Cheque > Cheque Book. 

  2. Cheque Book module will open. 

  3. Click on Add button.

  4. Cheque Book window will open.



  5. You will get two sections - General Information and Cheque Leaf Details.

  6. General Information:


    1. Select the Owner Site (Mandatory Field) for which you want to create the Check Book. 

    2. Select the Date of Issue. 

    3. Select Bank Name. 

    4. Put in the Remarks.  

  7. Cheque Leaf Details:



    1. Click on General Cheque Leaf button.

    2. Put in Start Cheque No., End Cheque No. and Cheque No. Width.

    3. Click on Continue.

    4. Cheque Leaf details will be populated with Cheque No., Date, Type, Status, Voucher No. etc. 

  8. Click on the Save button to save the Cheque Leaf. 
 Edit Cheque Book

Prerequisites

  1. 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:

  1. Go to Ginesys Web > Finance > Setup > Cheque > Cheque Book. 

  2. Cheque Book module will open. 


  3. Select the Cheque Book No. from list view. You cannot select multiple documents to edit. 

  4. Cheque Book window will open.

  5. Go to Action > Edit.

  6. All others details will be populated.      
  7. Modify the required fields as per your requirement.

  8. Click on the Save button to save the modified Cheque Leaf. 
 Delete Cheque Book

Prerequisites

  1. 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:

  1. Go to Ginesys Web > Finance > Setup > Cheque > Cheque Book.
     
  2. Cheque Book module will open. 


  3. Select the Cheque Book No. from list view.

  4. Go to Action > Delete.

  5. You will get a message - "Document once deleted cannot be retrieved. Do you want to delete this document?"

  6. 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.