Activity List


 

Assign GL Codes to Sessions

Overview

This article will show you how to assign GL codes to activities.

Introduction

  1. Navigate to Activities > Activity List
    activities_activity_list.jpg
  2. Expand an Activity
    select_an_activity_to_expand_it.jpg
  3. Edit a Session
    select_edit_to_edit_session.jpg
  4. Navigate to Pricing
    navigate_to_pricing_tab.jpg
  5. Select Assign GL Code
    select_assign_GL_code.jpg
  6. Fill in fields
    fill_in_GL_codes_fields.jpg
    • Select a GL Code from the drop-down menu
    • Input either a fixed dollar amount or a fixed percentage rate
  7. Select Save Session
    select_save_session_to_save_admins.jpg



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