Create a New Financial Results Document

To create a new financial results document:

1. On the Codejig ERP Main menu, click the Accountant module, and then select Financial results.

A listing page of financial results entries opens

Note: Listing page is a table which contains the summary of the document entries (the created financial results documents which are shown as rows of the table).

2. On the listing page of the document, click + Add new.

You are taken to a form page for entering details of the document. The page consists only of the General area.

3. Under the General area, you choose to close a fiscal year, specify bookkeeping accounts for financial results write-off, profits or losses carried forward and percent of the corporate tax, along with the general document-related information, such as its number and date.

4.Click Save.

Note: To be able to save the document, you have to fill in the required fields which are marked with an asterisk (*).  

For the document to affect the system, it has to be posted. The unposted document is considered a draft document.
For information how to post documents, see Post and Unpost Documents.
To view postings the document has made, click the Register button on the listing page next to a table entry representing this document or click the Registers icon on the toolbar on the form page of the document.
 

More information

Фінансові результати
Financial Results: General Area