How to add or Open a Bank GL Account?

Please find the below step to add bank GL account:- 

A. Create a Bank A/c:-

Step 1:- Go to the Setting button

Step 2:-Click on Bank Details

Step 3:- Click on Create Bank account


  How to change financial year?

Please find the below step to change financial year:- 

Step 1:- Go To Accounts Section

Step 2:- Go to the Setting

Step 3:- Click on the Financial year

Step 4:- Select the financial year and click on GO button


  How to assign role to Users?

Please find the below step to assign the role to the user:-

Step 1:- Go to Accounts section

Step 2:- Click on Setting

Step 3:- Click on System User

Step 4:- Select any user


  How to give account access to the users?

Please find the below step to give the accounts access to user/office staff/committee member/employee:-

Step 1:- Go to Accounts Section

Step 2:- Click on Setting

Step 3:- Click on User role under page privilege

Step 4:- Add user role


  How to reset accounts section password?

Please find the below step to reset accounts password:- 

Step 1:- Go to Accounts section

Step 2:- Click on Setting

Step 3:- Click on Change password

Step 4:- Enter existing password

Step 5:- Enter the new password


  How to Add new Fixed Deposit in Bulk?

Please follow the below step upload fixed deposit through excel:- 

Step 1:- Go to Accounts Section

Step 2:- Assets & Investments

Step 3:-  Investments

Step 4:- Fixed Deposit Excel Upload

Step 5:- Download template 


  How to View Fixed Deposit list?

Please follow the below step to view the fixed deposit list:- 

Step 1:- Go to Accounts Section

Step 2:- Click on Assets & Investments

Step 3:- Click on Fixed Deposit List

Step 4:- You can get the fixed deposit list


  How to Add new Fixed Deposit?

Please follow the below step to add a new fixed deposit in the system:- 

For creating a Fixed deposit in the system, the User needs to create all the GL accounts which are required to be used for the purpose of Accounting of Fixed Deposit Principal and Interest including the relevant Bank Account from where the Deposit is being created.


  How to view Fixed Assets list?

Please find the below step to view the fixed assets list:- 

Step 1:- Go To Accounts Section

Step 2:- Click on Assets & Investments

Step 3:- Click on Fixed Asset list

Step 4:- You can get the list of Fixed Assets updated in the system


  How to Add new Fixed Assets?

Please find the below step to add new fixed assets:- 
A. Create GL Account

Step 1:- Go to Accounts Section

Step 2:- Settings Button

Step 3:- Click on Add GL Account in System configuration


  How to view all GL Account?

Please follow the below step to view the GL account:- 

Step 1:- Go to Settings

Step 2:- Click on GL Account in System configuration

Step 3:- Click on Expand All

Step 4:- Here you can get the List of GL accounts of Assets, Liability, Income & Expenditure


  How to Create GL Account?

Please follow the below step to create / Add GL account:- 

Step 1:- Go to Settings

Step 2:- Click on Add GL Account in System configuration

Step 3:- Select type of Account

Step 4:- Select Tag as

Step 5:- Select G/L group name


  How to Create GL Group?

Please follow the below step to create group ledger:- 

Step 1:- Login in to the Accounts Section

Step 2:- Click on the "Settings" 

Step 3:- Click on "Add GL Group" option in "System configuration"


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