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Create a new balance

How to set up a new balance.

Debs avatar
Written by Debs
Updated over 5 months ago

To set up a new balance, follow the steps below.

Define the balance code and parameters

  1. Click CoreTime, then click System Params.

  2. Click Balances, then click Balance Parameters.

  3. Enter the balance code and name.

Define the balance calendar

  1. Click CoreTime, then click System Params.

  2. Click Balances, then click Calendars.

  3. Search the balance code you created.

  4. Enter the period, start date and end date.

Configure the entitlement code

  1. Click CoreTime, then click System Params.

  2. Click Balances, then click Balance Entitlements.

  3. Enter the balance code and name you created, then enter the entitlement value.

  4. Click Entitlement per Balance, then enter the relevant entitlements.

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