Fi Bases

Navigate to Fi Bases#

• Step 1: Access the Setup sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
• Step 2: Click on Fi Bases as shown in the fig1 below.

• This displays a list view of Fi Bases.

Filter list of Fi Bases#

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Company: A dropdown list of companies

Create Fi Bases#

• To Create Fi Bases, click on the new button.

• The following are some of the fields that needs to be populated:
  • Company
  • Business Period

View a Fi Bases#

• From the list view, click on the ID of the Fi Bases to view it