- To create a Company Balance file, click New under the folder
Company Balance.
A blank form will appear. The form consists of the following fields;
Company Balance Name, Arrangement Number,
Record Status, Date Valid From, Date Valid Until, and Remarks. A sample of
New Company Balance Information form is shown below.
- Move your cursor until it is over the Company Balance Name field.
This is a required field. Once it is over it, click your left mouse button.
You should see a vertical blinking line inside that text box.
Start typing your desired Company Balance name using your keyboard.
Once finished, press TAB or click on the next field.
- On the Arrangement Number field, type the desired arrangement number.
This is an optional field and you can leave it blank. Leaving it blank, the system
will provide a zero (0) value after you save the file. This arrangement number
is how you want the created Company Balance file to be arranged when stored in the system.
- As for the rest of the fields;
Record Status,
Date Valid From,
Date Valid Until, and
Remarks, click the
links for details.
- If you want to clear all you have entered, just move your
mouse over the Clear button and press your left mouse button.
- Once you are sure about your entries, simply move your cursor over
the Save button and press your left mouse button. A confirmation will appear
either the action taken was a success
or an error has occurred.
- Click the Cancel button to exit the operation and return to the welcome page
or main menu.
- Click the Help button to bring out the help guide for the current page.
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