Organization Options


 

GL Configuration

Overview

This article will show you how to activate GL configuration settings. 

Instructions

  1. Navigate to Configuration > Organization > Organization Options
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  2. Locate General Ledger Accounting and enable it
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  3. Set General Ledger Accounting Method to Cash
    chrome_2017-12-04_16-16-45.png
    • 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
    gl_config_ops.png
    • 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
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