Accounting Scope

You can manage relevant financial information using the Accounting Scope menu. This menu introduces the scope for accounting a financial transaction.

Creating Accounting Scopes

  1. In FintechOS Portal, click the main menu > General Ledger Configurations > Accounting Scope menu item to open the Accounting Scopes List page.

  2. Click the Insert button to add a new accounting scope. The Add Accounting Scope page opens.

  3. Fill in the accounting scope Name.

  4. Click the Save and reload button.

From here, you can export the transactions displayed in the Banking Product GL Accounts and Transaction Item Accounting Configuration sections.

NOTE  
View the configuration of each transaction in the Transaction Item Accounting Configuration section. For more details on creating such transaction configurations, see the Transaction Item Accounting Configuration chapter.