Attaching financial calendar to the company
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This page allows you to attach a financial calendar defined earlier to other companies. You can select the code identifying the financial year, which is to be attached to the other companies. You can attach the financial calendar to the “Main” finance book of the company. The system attaches the financial calendar after taking care they are in the chronological order thereby avoiding any overlaps.
Select the “Attach Financial Calendar” link at the bottom of the “Create Financial Calendar” page.
The “Attach Financial Calendar” page appears.
The system displays the following:
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Company Name |
The name of the company. |
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Year Status |
The status of the financial year. It must be “Active”. |
Enter the following field in the “Financial Year Details” group box:
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Financial Year Code |
Use the drop-down list box to select the code identifying the financial year that you want to attach to a company. All the financial years that has been defined for the login company and that are in the “Active” status will be available for selection in the chronological order. The system displays “Blank” by default on launch of the page. |
The system displays the following:
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Description |
The textual description of the financial year. |
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Zoom facility available | |
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Start Date |
The date on which the selected financial year begins. |
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End Date |
The date on which the selected financial year ends. |
The system displays the following in the “Attach to Company” multiline:
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Company Name |
The name of the other companies that have been defined in the installation. |
Note: The system does not display the name of the login company in this multiline.
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Main Finance Book ID |
The code identifying the “Main” finance book to which the selected financial calendar must be attached. |
Check the box in the “Select” column of the multiline to mark a finance book to which the financial year must be attached.
Note: At least one row must be marked.
Click the “Attach Financial Calendar” pushbutton to attach the selected company to the financial calendar.
The system saves the financial year details along with the selected company and finance book. The system also stores the login ID of the user and the system date along with the attachment details.
To proceed, carry out the following
Select the "Attach Notes" link at the bottom of the page to record your observations.
