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Adjust Fee Codes (GL Edit)

 

Overview 

This article will show you how to adjust your Fee Codes through the GL Edit screen.

Note: This feature is only available in GL Version 3 (2018). If you do not have this version, please contact your Client Success Manager or Support.

Instructions

  1. Navigate to Functions > Transaction Browser
    transaction_browser.png
  2. See our article Transaction Browser for instructions on how to view a specific user's transactions
  3. Select a Receipt Number
    select_receipt_number__adjust_fee_codes_.png
  4. Navigate to the GL Edit tab
    gl_edit__adjust_fee_codes_.png
  5. Adjust GL Codes, as needed
    adjust_gl_codes_as_needed.png
    • Payment Code: Select the payment code
    • Amount: Adjust the amount
    • Cost Center: Select a cost center (if applicable)
    • Revenue Code: Select a revenue code (if applicable)
  6. Select Save GL 
    save_gl.png



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