L1 Questions
How to create Journal Voucher?
To create a journal voucher, follow the steps given below: Step 1: Select the Expense Management module and then select the Money Spent (New) under the Expense Management menu. (Expenses Management--->Expense Management--->Money Spent(New) Step 2: ...
How to add salary advances
Follow the below path to update the amount entry given as salary advance Expenses Management --> Expense Management --> Money Spent (New) -->Salary Advance --> Search the staff to whom would you like to give advance --> Add New Advance --> Update the ...
How to add new party for expeses entry
While entering the expenses (General Expenses/Transport Expenses) you can add the new party details Expenses Management --> Expense Management --> Money Spent (New)--> + General Expenses --> Click on + Add Party --> Update the party name --> Save
How to add new party to give advance
While entering the advance entry, you can create the new party and update the advance amount by following the below path Expenses Management --> Expense Management --> Money Spent (New)--> Advance entry for Expenses --> + Add Advance entry for ...
How to make a receipt entry against the advance amount
You can make a receipt entry for the balance advance amount, after adjusting to the bills by following the below path Expenses Management --> Expense Management --> Money Spent (New)--> Advance entry for Expenses --> Select the Financial year, Type ...
How to adjust bills against advance payment
Follow the below path to adjust bills against the advance given for expenses Expenses Management --> Expense Management --> Money Spent (New)--> Advance entry for Expenses --> Select the Financial year, Type and click on Get --> Click on Adjust bills ...
How to adjust bills against provisional entry
Follow the below path to adjust bills against the provisional entry Expenses Management --> Expense Management --> Money Spent (New)--> Provisional Entry --> Select the Financial year, Date range and click Get --> Click on Adjust bills against the ...
How to add provisional entry
Follow the below path to update the provisional entry Expenses Management --> Expense Management --> Money Spent (New)--> Provisional Entry --> + Add Provisional
How to add loan payment details
Follow the below path to make an entry of loan payment entry Expenses Management --> Expense Management --> Money Spent (New)--> Loan Payments --> Update the details --> Save
Where to add advance amount for expenses
Follow the below path to make a advance entry for expenses Expenses Management --> Expense Management --> Money Spent (New) --> Advance entry for Expenses --> + Add Advance entry for Expenses
How to make an entry of Transport expenses
Follow the below path to update the Transport expenses Expenses Management --> Expense Management --> Money Spent (New) --> + Transport Expenses --> Update the necessary fields --> Save
How to make an entry of General expenses
Follow the below path to update the general expenses Expenses Management --> Expense Management --> Money Spent (New) --> + General Expenses --> Update the necessary fields --> Save
How to approve Petty cash withdrawal request
Follow the below path to approve the cash withdrawal request Expenses Management --> Approvals / Requests --> Approve Petty cash withdrawals --> Select the Location, Branch, Type and click on Get --> Click on the Number under the Pending column --> ...
How to approve Journal vochers
Follow the below path to approve the journal vouchers Expenses Management --> Approvals / Requests --> Approve Journal Vouchers --> Select the Location, Branch, Type and click on Get --> Click on the Number under the Pending column --> Check the ...
How to approve expenses
If you are having the approval process, based the assigned limits, the approving authority can approve the expenses by following the below path Expenses Management --> Approvals / Requests --> Approve Expense Details --> Select the Location, Branch, ...
How to customize payment voucher print settings
Follow the below path to set up the payment voucher receipt format Settings --> Expenses Management --> Manage Payment Voucher Settings --> + Proceed to Create New Design Note: If you want the Voucher printed on "Organisation Name" then keep ...
Where can we update the Ledger opening balance
Follow the below path to update the ledger opening balance Settings --> Expenses Management --> Manage Ledger Opening Balance --> Select the Branch, Financial Year and click on Get --> + Add Entry --> Update the Balance amount against the ledger --> ...
How to edit the Maximum approved amount in petty cash approval settings
Once the settings are created, there is no option to edit the settings, need to delete the settings which are created earlier and create new settings with the updated limits Follow the below path to delete the settings Settings --> Expenses ...
How to Delete the petty cash approval settings
Follow the below path to delete the approval settings Settings --> Expenses Management --> Petty Cash Approval Settings --> Select the Branch, Type and click on Get --> Click on Delete icon against the branch
How to update petty cash approval settings
You can enable the Four level (Maximum) approval settings for Payment vouchers,Withdraw vouchers,Journal vouchers and Transfer vouchers by following the below path. Settings --> Expenses Management --> Petty Cash Approval Settings --> Select the ...
How to add ledger wise opening balance
Follow the below path to update the ledger wise financial year opening balance Settings --> Expenses Management --> Cash / Bank Financial Year Opening Balances --> Select the Branch, Financial Year and click on Get --> Ledger wise Balances --> Add ...
Where to update the financlal year opening balance
Follow the below path to update the cash/bank financial year opening balance Settings --> Expenses Management --> Cash / Bank Financial Year Opening Balances --> Select the Branch, Financial Year and click on Get --> Update the amount against the ...
How to add ledger opening balance
Follow the below path to update the ledger opening balance Settings --> Expenses Management --> Create Ledgers --> + Ledger Opening Balance --> Select the Branch, Academic year and click on Get --> + Add Entry --> Update the balance amount against ...
How to create ledger account name
Follow the below path to create the Ledger against the account head Settings --> Expenses Management --> Create Ledgers --> Click on + Symbol against the Account Head --> Update the details and click on Save
How to create Ledger account head
Follow the below path to create the Account head Settings --> Expenses Management --> Create Ledgers --> + Add Account Head --> Update the Account head details and click on Save
Popular Articles
How to approve concession requests
If you are having the approval process, only the approving authority can approve the concession request. If the approval mechanism is not there, Principal or the system admin can approve the concession request, by following the below path Finance --> ...
How to give period wise attendance
To give the period-wise attendance, First time table to be created and subjects to be assigned to the periods. And subject teachers to be assigned to the subjects, then only the subject teachers can able to take the period wise attendance. Follow the ...
How to update online payment force success
If the amount is debited from the parent end and the amount also credit in schools account but the receipt is not generated then follow the below path to make the transaction success. Finance --> Approvals --> Online Payment Force Success Note: You ...
How to add Class Activity in School Calendar
The school calendar can be updated by the Principal, Computer Operator, coordinator Step 1 : To update information in school calendar,visit Connect on modules pallette, go to school calendar module, choose school calendar under school calendar menu. ...
How to add General group and Topics against the general group?
To add General group and Topics against the general group, follow the steps given below: Step 1: To add General group and Topics against the general group, go to the ERP on the modules palette, select the Communication module and then select the New ...