With the worktag templates and settings in Worktag
management, admin can define the default worktags for finance setups.
In Finance > Accounting management, click
Worktag management in the left navigation. Refer to the sections below to
see how to manage these settings.
Create a worktag template
In the Worktag template tab, admin can create
templates with pre-defined worktag configurations. The configurations in the
templates will be the default worktag settings and be automatically filled in
the corresponding configuration page, such as the course configuration page.
For course fee setups, courses with different course
categories and course types may require different default worktag setups. To
create worktag templates for course fee with different scopes, complete the
following steps:
1.
Click Create.
2.
In the Create worktag template panel, complete the required
information.
3.
Click Save.
Edit worktag settings
There are transactions in the Vitae finance processes that
warrant accounting entries but have no entry points for accounting entry
configurations. Admin can view and edit the configurations in the Worktag
settings tab.
To edit a worktag setting, complete the following steps:
1.
Select a worktag setting and click Edit.
2.
In the Edit worktag setting panel and complete the edits.
3.
Click Save.
Edit payment worktag settings
In the Payment worktag settings tab, admin can view a
list of built-in worktag settings for each payment mode and customise the
default settings by editing them.
To edit a payment worktag setting, complete the following
steps:
1.
Select a worktag setting and click Edit.
2.
In the Edit payment worktag settings panel, complete the required
configurations.
3.
Click Save.