Block a Charge 6

Introduction:
The Charge Description feature enables users to manage the availability of charges used in accounting transactions. When a charge is no longer required for future use, it can be blocked instead of deleted. Blocking a charge prevents it from being selected in new vouchers, invoices, and other accounting transactions while preserving historical transaction records. This helps organizations maintain accurate charge master data, improve data consistency, and ensure standardized accounting processes.

Note: Blocking a charge prevents it from being used in new transactions but does not affect existing transactions where the charge has already been applied. The blocked charge remains available for historical reference and reporting.
Step 1: Log in to the Fresa Application and navigate to the Accounts module.
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Fig 1
Step 2: Go to Accounts → Settings.
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Fig 2
Step 3: Click Charge Description.
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Fig 3
Step 4: On the Charge Description List page, select the required charge and click Edit.
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Fig 4
Step 5: Change the Status from Active to Blocked.
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Fig 5
Step 6: Click Save Changes to update the charge status.
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Fig 6
Benefits of This Feature
  • Prevents inactive or obsolete charges from being used in new transactions.
  • Preserves historical transaction data while restricting future use of blocked charges.
  • Improves the accuracy and consistency of charge master data.
  • Reduces the risk of selecting incorrect or discontinued charges.
  • Simplifies charge master management without deleting existing records.

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