Description
Step how to Create the Primary Ledger in Fusion Financial’s.
Please find the below setups for creating the Primary Ledger.
Step1: Login as Application User
Step2: you will be in home page as below
Step3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manager.
Step4: below is the functional setup manager window, we could able to see all the offerings as provisioned and enabled.
Step5: we could see Financial’s Offering as provisioned and enabled, we need to click on Implementation projects button in the below screenshot.
Step6: Search for our Project in the search window.
Step7: Click on the project name (hyperlink), it will open the project page.
Step8: Task name: Manage Primary Ledgers.
Step9: Click on manage primary Ledgers go to task icon.
Step10: Click on (+) symbol for creating the Primary Ledger.
Step11: Enter the required information and click on Save and edit task list.
Step12: Task name: Specify the ledger options to complete the primary ledger creation.
Step13: Click on Specify ledger options go to task icon.
Step14: Here select the Primary ledger and click on Apply and go to task icon.
Step15: Select the Ledger then Save and Close.
Got any queries?
Do drop a note by writing us at contact@staging.doyensys.com or use the comment section below to ask your questions.
