Customer Support

Where do I define the General Ledger Account descriptions? And other Frequently Asked Questions.

Follow

If you have the General Ledger (GL) Account functionality defined for your organization, you will have a set of new functionality available to you.  Here are answers to some frequently asked questions.

Q: Where do I define the General Ledger Account descriptions?
A: You can define your GL Accounts under Administration > Configurations > GL Accounts.

Q: How can I use the GL Accounts now that they are setup?
A: Once the GL Accounts are setup, you can then associate each Program with a GL Account on the 1 Setup page under Programs > Manage Programs.

Q: How do you un-assign a GL code?
A: Go to Programs > Manage Programs and click on a program name. Go to a program's 1 Setup page and update the GL Account field.

Q: How do you delete a GL code?
A: Go to Administration > Configurations > GL account and click the red delete icon.

Q: How can I report out the GL Account usage?
A: For reporting, you now have a new report available to you titled "Cash Flow Detail with GL Account" under Reports > Report Viewer .

Have more questions? Submit a request

Comments