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How can the admin create/customize a JV template?

Product Content Team
  • Updated

 To create/customize a JV template, perform the following actions:

  1. From your greytHR Admin portal, navigate to the Settings icon > System Settings > Payroll > JV Template.
  2. On the JV Template page, click Add Template. A page appears.
  3. Under Step 1: General, in the Template Name text box, enter the name of the template.
  4. From the Group Level spin box, select the required grouping level number.
    Note: Defining a group level for a particular item is optional. The group number assigned to an item reflects in Step 4: JV Grouping. 
  5. From the JV Export Template section, click the Upload File button. Browse to the required folder to upload a template file.
  6. From the JV Output Type dropdown list, select the JV output type as Tally(xml)/Excel as per your requirements.
  7. From the Employee Filter dropdown list, select the required option.
    Note: You can also click the + Add New Filter icon to add a new employee filter as per your requirements.
  8. Click Next. Step 2: JV Item table appears. 
  9. Click Add JVItems to add a new item. 
  10. In the Name text box, enter the item name.
  11. In the Account Code text box, enter a code to represent the template.
  12. From the Type dropdown list, select the Debit/Credit/Salaryoption as per your requirements. 
  13. From the Sort Order spin box, select the required number.
  14. Select Is Employeewise/Post Employeewise Ledger/Group By options as per your requirements.
  15. Click Save. The new JV item displays in Step 2: JV Item table.
    Note: 
        • You can also edit/delete the existing JV items by clicking the Edit/Delete icon available on each row of the JV item.
        • It is mandatory to create a payroll JV item for Salary Control Account to generate payroll JV.
  16. Click Next. Step 3: JV Mapping table appears. 
  17. Under the Salary Item column, double-click the cell and select the required salary item option from the dropdown list.
  18. Under the JV Item column, double-click the cell and select the appropriate JV item to map with the selected salary item.
    Note: You can also delete any JV item by clicking the Delete icon available on each row.
  19. Click Next. Step 4: JV Grouping screen appears.
  20. Under the Level column, the Grouping Levels appear as per the group levels assigned in the Step 1: General, Group Level spin box. Under the Category column, double-click the cell and select the required category to map with the grouping level.
  21. Click Finish. The new JV template reflects on the JV Template page. 

Related Links:

  • FAQs - To read more FAQs about the Admin portal, click here.
  • Video - To watch videos on the Admin portal, click here.
  • Documentation:
  • Product Update - To read about the product update, click here.

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