Adding, Editing & Exporting to Excel Income/Expense
- Subhasree Banerjee (Unlicensed)
Income/Expense is a new introduction in Ginesys ERP. It is created in the Ginesys ERP and sent to the particular store. It keeps account of day to day running expenses and adhoc receivables amount in a store. This article describes how to Manage Petty Cash Head in Ginesys ERP. All Petty cash entries will use this master values and it will be used for partner POS store integrations like Zwing.
The users' role must have access to the Add app operation in the Income/Expense feature in Sales & Distribution - Retail - Retail Store Masters(Zwing) through Roles in Ginesys Web - Admin - Security.
Step-by-step guide
Following steps are used:
Go to Ginesys Web > Sales & distribution > Retail > Retail Store Masters(Zwing) > Income/Expense.
Click on the Add button.
Income/Expense window will open.
The users' role must have access to the Edit app operation in the Income/Expense feature in Sales & Distribution - Retail - Retail Store Masters(Zwing) through Roles in Ginesys Web - Admin - Security.
Step-by-step guide
Following steps are used:
Go to Ginesys Web > Sales & distribution > Retail > Retail Store Masters(Zwing) > Income/Expense.
- Go to Action button.
Click on the Edit button.
Income/Expense window will open in Edit mode.
User can download an excel file of total record of the Income/Expense through Export to Excel.
Step-by-step guide
Following steps are used:
Go to Ginesys Web > Sales & Distribution >Retail > Retail Store Masters(Zwing) > Income/Expense.
Go to the Actions > Export to Excel.
User will get a notification - "Excel Exported Successfully."
One excel file will be downloaded containing the total record of the Income/Expense.
Important Points to Note
This is a new introduction in Ginesys ERP.
All Petty cash entries will use this master values.
Will be used for partner POS store integrations like Zwing.