Organization Options


 

Activate GL Configuration Settings

 

Overview

This article will show you how to activate GL Configuration Settings

Instructions

  1. Navigate to Configuration > Organization > Organization Options
    configuration_organization_organization_options.jpg
  2. Locate General Ledger Accounting and Enable it
    enable_general_ledger_accounting.jpg  
  3. Set General Ledger Accounting Method to Cash
    set_general_ledger_accounting_method_to_cash.jpg
    • Note: If your department uses 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
    set_other_GL_configuration_settings.jpg
    • 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 SessionsRequire a GL code for sessions
    • GL Required for LocationsRequire a GL code for locations
    • GL Required for FacilitiesRequire a GL code for facilities
    • GL Required for POS ItemsRequire a GL code for POS items
    • GL Required for AddonsRequire a GL code for addons
    • GL Required for DiscountsRequire a GL code for discounts
  5. Scroll to the bottom; select Save Settings
    select_save_settings_to_save_organization_options.jpg



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