Other Businesses

The Other Businesses Automation page is designed to configure and manage the General Ledger (GL) accounts that the system will automatically use for repetitive banking transactions. This simplifies executing these transactions and reduces the risk of errors.

Accessing the Other Businesses Page

1. Log into the application using your credentials.

2. From the dashboard, navigate to Operation.

3. Select Business Automation from the dropdown.

4. Select Other Businesses

Managing Other Business Automation

Create New Automation

1. Click the "Add" button at the top of the page to open the "Create Other Business Automation" modal.

2. In the modal, select the appropriate Account Type (e.g., Direct Posting or General Reserve).

3. Choose the specific account for which you want to create the automation.

4. Click Save to confirm the creation of the new automation.

Modify Other Business Automation

To modify other business automation details:

1. In the Actions column, click the three vertical dots (⋮) next to what you wish to edit.

2. Select Modify from the dropdown menu.

3. Make the necessary updates.

4. Click Update to save and apply the changes.

Delete Other Business Automation

To delete other business automation:

1. In the Actions column, click the three vertical dots (⋮) next to what you wish to delete.

2. Select Delete from the dropdown menu.

3. Click the "Yes, I want to Proceed" button to save and apply the changes.