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To set the account subject

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[Finances Management] To set the account subject

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  • Admin > Finances Management > Expenditure History Management
  • You can create an account subject for the expenditure document.
  • The account subject of the expenditure document may be modified or deleted.
  • The payment method of the expenditure document may be created, modified, or deleted.

 

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STEP 1 Browse to the Expenditure History Management page

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  • Access Docswave > Admin > Finances Management > Expenditure History Management

 

STEP 2 To create/move the order of account subjects

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  • You can create a new account subject by clicking the + shape icon to the right of the account subject. 
  • Enter the name of the account subject in the space created at the bottom and click the check button on the right.
  • Click and hold the three-line icon to the left of the account subject and navigate to the desired location.
  • After moving to the desired location, you can save the location by clicking the Save button at the bottom.
  • The created and moved account subjects can be checked directly in conjunction with the expenditure amount, and the expenditure document will be linked to the draft after save.

 

STEP 3 To modify/delete account subjects

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  • When you mouse over the account subject you want to modify, the pencil-shaped correction button is activated on the right.
  • You can modify the account subject name by clicking the Modify button.
  • The revised account subject can be checked directly in conjunction with the expenditure amount, and the expenditure document will be linked from the next draft.
  • If you want to delete the account subject, check only the account subject you want to delete, and click the trash can icon at the top.
  • Deleted account subjects are excluded from the amount of expenditure, so they are not added together and are not restored. However, the previous expenditure document remains.

 

STEP 4 Managing payment methods

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  • You can manage the payment method of the expenditure document by clicking the 'Payment Method' button located in the middle of the right.
  • You can register a new payment method by typing the name of the payment method at the top and clicking the + shaped icon on the right.
  • When you mouse over the payment method you want to modify, the pencil-shaped correction icon is activated on the right.
  • You can change the location by clicking the 3-line icon to the left of the payment method name and clicking the registration button at the bottom.
  • After checking the payment method you want to delete, you can delete it by clicking the Trash shape in the upper right corner.
  • The payment method created/modified/deleted will be reflected from the expenditure document drawn up after the setup is completed.

 

 

 

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