Changing Company/Financial year for Transaction in Retail POS Accounts

Jaldi Product

Changing Company/Financial year for Transaction in Retail POS Accounts

Changing company/financial year feature is used to switch the company and its financial year to make transaction entries in different company and its required financial year.

Business rules

  • There should be the separate module for user to change the company and financial year which should called “company/financial period settings”.
  • User should open that company/financial period settings.
  • In that company/financial period settings screen select the company and it’s required financial year.
  • Then user should press “save” function key to switch the existing company and financial year to currently selected company and financial year.
  • Once the details are changed, user can start doing the required transaction for the selected company in selected financial year.
  • For same company, only financial years can be changed in this screen by user.
error: Content is protected !!