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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Assign General Ledger (GL) Codes to Sessions

  • Updated:

This article will show you how to assign GL codes to activity sessions. Assigning a GL code will help avoid entries that have not been itemized later. If your Organization settings are set to require a GL code for sessions, staff will have to add a GL code before saving the session.

 

 

Introduction

  1. Navigate to Activities > Activity List
    activities, activity list
  2. Expand an Activity
    expand
  3. Select Edit Session (pencil icon) next to the desired session
    edit session
  4. Navigate to the Pricing tab
    pricing
  5. Select Assign GL Code
    assign gl code
  6. Fill in the fields
    configure gl codes
    • GL Code: Select a GL Code from the drop-down menu
    • Dollar/Percentage: Input either a fixed dollar amount or a fixed percentage rate
    • Note: It is most common to select one code and assign it a percentage of 100%. This is what we highly recommend. However, we do support the ability to assign more than one code, and we also support the ability to assign codes by an exact dollar amount. We do not recommend this. Using percentages makes it easier for the system to properly account for money even if your staff has to alter fees at checkout for some reason.
  7. Select Save Session
    save session

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