General ledger accounts are used to record the system's financial transactions. Typically these correspond with GL accounts in your agency's main financial system.
Choose one of the following:
To see all GL accounts in the system, go to Administration > Financial Settings > GL Accounts.
To see all GL accounts that are restricted to a specific site, go to Administration > Locations > Sites > click Accounts for one of the listed sites.
Choose one of the following:
To add a new GL account, click Add New.
To modify an existing GL account, click the Name of the account.
To make a copy of an existing GL account, click Copy for the account.
Enter the GL Account Name and Account Number.
Select the Account Type, Financial Department, and Site for the account.
Note: To specify that the account can only be used at a specific site, select the appropriate site from Site list. Only users with multi-site permission will be able to use the account at other sites.
To retire this GL Account so that it can no longer be assigned, click Prevent Further Use?
Notes:
Anywhere this GL account has already been assigned will continue to use it.
When you retire a site-specific GL account, ActiveNet moves transactions associated with that account to the corresponding system GL account.
Click Save.
Note: For complete descriptions of the options on this page, click here.