¶ Introduction
This screen allows you to create GL codes that will be used in accounting reports and features.
Note: Modifications to this screen will affect your accounting data. Please contact CARIS support before making changes.
Navigation
Screenshot
¶ Main features
¶ 1. Search code
You can search GL code by code and description.
¶ 2. Actions
- Add row: click Add row to add a new item, click Save to confirm added data.
- Update: Double click on the table to edit an existing item, then click Save to confirm the update.
- Delete: Hover your mouse to the No. column. A trashcan icon will appear. Click on the icon to delete. Note: you can only delete unsaved rows.
- Check history: click on the History button to show edit, or creation history in a popup.
- Upload: you can batch insert G/L code by importing them from an Excel file. A popup will show per below image. Do the following steps:
- Add the correct format excel file, and click Upload.
- Click on the Template button to download a sample Excel file for vessel import.
