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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.

Activate General Ledger (GL) Configuration Settings

  • Updated:

This article will show you how to activate General Ledger Configuration Settings. 

 

 

Important Note

  • We do not recommend changing your GL settings without first contacting your Client Success Manager or Support. Misconfiguring these settings can have serious repercussions on your reporting.

 

Instructions

  1. Navigate to Configuration > Organization > Organization Options
    organization options
  2. Scroll down to or search for General Ledger Accounting and ensure it says Enabled
    gl accounting
  3. Set General Ledger Accounting Method to Cash Only
    cash only
    • 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
    gl configurations
    • 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!
    • Partial Activity Revenue Deferral: Allows organizations that do cash accounting and deferred revenue to use both
    • GL Required for Activities: Recommend setting the GL code as Optional
    • GL Required for Sessions: Require a GL code for sessions
    • GL Required for Locations: Recommend setting the GL code as Optional
    • 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
    save settings
  6. Assign GL Codes to Sessions, Facilities, and POS Items

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