Create a New Balance Type
To create a new balance type
1. On the Codejig ERP Main menu, navigate to the Settings module, and then select Balance type.
A listing page of the Balance type opens.
2. On the listing page, click + Add new.
You are taken to a page for defining the new balance type.
3. In the General area, provide a name for the balance type, activate the type, if you wish to use it, indicate whether this balance type should be a default balance type.
4. In the Balance items section, create balance items to be paired with this balance type and define the organizational format for this balance type by creating a hierarchical tree structure in which each balance item will form certain level.
5. Click Save.
The page for defining new balance types consists of the following sections:
- General area
- Balance items section
- Accounts section
To be able to save new balance types, you have to fill in the required fields which are marked with an asterisk (*).
Balance Type: Balance Items Section
Balance Type: Accounts Section