Overview

This article will show you how to activate GL Configuration Settings.

Instructions

1. Navigate to Configuration > Organization > Organization Options
   
2. Locate General Ledger Accounting and Enable it
      
3. Set General Ledger Accounting Method to Cash
   
   
   • Note: If your department users Accrual Accounting, reach out to our Support Staff and we can give you additional tips to configure your account for Accrual accounting.
4. Set other (optional) GL configuration settings
   
   
   • Note: By indicating these settings as Required, your staff should not be able to save any items in the system without first indicating a GL for them. This will save many Unitemized entries later!
   • GL Required for Activities: Require a GL code for activities
   • GL Required for Sessions: Require a GL code for sessions
   • GL Required for Locations: Require a GL code for locations
   • GL Required for Facilities: Require a GL code for facilities
   • GL Required for POS Items: Require a GL code for POS items
   • GL Required for Addons: Require a GL code for addons
   • GL Required for Discounts: Require a GL code for discounts
5. Scroll to the bottom; select Save Settings