Configuring Auto Folio Settlement Types
Adding Auto Folio Settlement Types
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From the Administration menu, select Financial, select Cashiering Management, and then select Auto Folio Settlement Types.
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Click New and enter the following details:
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Code: Enter a Code to represent the auto folio settlement type.
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Description: Enter a Description of the auto folio settlement type.
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Manage Translation: Click to add translated descriptions per language
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Sequence: Enter a Sequence to determine the order in which the type appears in the Auto Folio Settlement Types list.
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Click Save.
Editing Auto Folio Settlement Types
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From the Administration menu, select Financial, select Cashiering Management, and then select Auto Folio Settlement Types.
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Enter search criteria and click Search.
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Select a settlement type and click the vertical ellipsis Actions menu, click Edit.
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Update details.
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Click Save.
Deleting Auto Folio Settlement Types
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From the Administration menu, select Financial, select Cashiering Management, and then select Auto Folio Settlement Types.
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Enter search criteria and click Search.
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Select a settlement type and click the vertical ellipsis Actions menu, click Delete.
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Click Delete to confirm.