Maintaining finance lookup tables

The finance lookup tables are maintained separately for security reasons and because different financial databases can have different lookups.

The way you maintain finance lookup tables is exactly the same as the way you maintain other lookup tables. The only difference is that you access the finance lookup tables though Module > System > Maintain Lookup Tables - Finance.

See Maintaining lookup tables for details of maintaining the finance lookup tables as well.

You must be authorised to change any finance lookup tables.

How to:

• Maintain debtor auto tuition codes. See luDebtorAutoTuition lookup table.
• Maintain general ledger allocations for overpayments. See luDebtorCashPrepaidGeneralLedger lookup table.
• Maintain debtor fee categories. See luDebtorFeeCategory lookup table.
• Maintain debtor instalment frequencies. See luDebtorInstalmentFrequency lookup table.
• Maintain debtor sub ledgers. See luDebtorSubLedger lookup table.
• Maintain funds in your organisation. See luFund lookup table.
• Maintain the appearance of general ledger budgets. See luGeneralLedgerClassification lookup table.
• Maintain items bundled together and sold as a kit or bundle during sales entry. See luItemKitComponents lookup table.
• Maintain leave codes. See luPayrollLeave lookup table.
• Maintain job codes and their relevant leave awards. See luPayrollLeaveAward lookup table.
• Maintain payroll pay frequencies. See luPayrollPayFrequency lookup table.

Last modified: 3/09/2013 6:35:12 PM

© 2013 Synergetic Management Systems. Published 15 October 2013.