This page contains all the finance related information for a workflow, like income, expenditure and other payments.

Creating a New Account
  1. Select a Account Type from the drop down list. It can be Income, Expense, Pass-Thru or Info Only.
  2. Depending upon the Account Type respective Account Master will appear,select a Account Master from the drop down list. If the account does not exist in this list, it can be created in the Finance Master table of Master Accounts.
  3. Any specific information related to the transaction can be added in the Account Detail field.
  4. Every Account has a default Account Code which will be automatically entered after selecting the Account.
  5. Under Applies To select per WO if the transaction is applicable to a single work order or per T/D if the transaction applies to the entire shipment or per Kilogram, per cubic meter, per TEU or even manually.
  6. Enter Default Amount for this Account.
  7. If the transaction will be made in different currency, select Alternate Currency from the drop down.
  8. By default Active check-box is selected. Any new account will automatically appears in the work orders.
  9. Click on the 'Create' button.
The transactions for a workflow are displayed as follows:

Hover on  icon corresponding to any accounts to perform more actions in this page. The following menu appears:

Applying Taxes to a Financials
Select Set Taxes option. A pop up window will appear with all the taxes listed with the percentage as per the taxes set in Finance Masters. Select the check boxes and click on Save button.

Editing a Financials
Click on  icon to edit a particular transaction. The following dialog-box appears:

Account Type, Account Master and Account Detail fields cannot be edited. Make desired changes and click on the 'Save' button.

Deleting Financials
Click on  icon to delete a particular transaction if it is no longer required. Confirm deletion by clicking on the 'Delete' button.

Copy Financials
Instead of creating the account afresh for a new workflow, they can be copied from the existing workflow for which they have already been defined. Of course, changes can be made in their values as required.

Select the workflow from the drop down list to which the accounts are to be copied and click on the 'Copy' button. Accounts are copied successfully is displayed on the screen.