Financial Configuration

Fig 1.0 Financial configuration view

Access the Setup sub-module of the Finance module.
Click on Financial Config.
This displays a list view of Holidays.
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
- Country: A dropdown list of statuses

To create a Financial Configuration, hit the Create button in the toolbar area and populate the form fields as shown below:

Fig 2.0 Financial configuration create button

Fig 2.1 Image showing form to create a financial configuration

You also need to populate the fields in the Accounts tab:
- Click the New button and fill out the Account details section.
- Hit the Save

Fig 2.2 Image showing form to create a financial configuration

From the list view, click on the ID of the company to view the company’s financial

Fig 3.0 Image showing the Id of an existing financial configuration

Fig 3.1 Image showing the view of an existing financial configuration

From the list view, select the company you want to edit by clicking on a radio button
Click the edit button to edit the financial configuration of the selected company

Fig 4.0 Image showing how to edit an existing financial configuraton

From the list view, select the company you want to delete by clicking on a radio button
Click the delete button to delete the financial configuration of the selected company

Fig 5.0 Image showing how to delete an existing financial configuration

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