Mini Chart of Accounts Function - Update Scenarios

Scenario 1: Update GL Code

Details

Step 1

From the Tree Menu, search for the Mini Chart of Accounts function, and then click once on it.

Step 2

By default, system will display the screen with unfiltered data.

Note:

  • All the GL codes will be listed.

  • User needs to either go through the entire list or input the relevant search criteria, and then click once on the Refresh button.

Step 3

Click once on the Details icon of a GL code record.

Step 4

System will display the details of the selected GL code, at the Mini Chart of Accounts Details pop-up window.

Step 5

Proceed to overwrite value into the relevant fields at the Mini Chart of Accounts Details pop-up window, as follows:-

  • Mouse over each text field, and key in the related field or column value.

  • Mouse over a radio button option of a field, and then click once on it, to select.

Step 6

Lastly, click once on the Save button. Upon confirmation on data saving, system will capture and save data updated.

Note: Click once on the Cancel button, do not discard all changes made.