Adding, modifying, or copying a GL account

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.

 

    1. Choose one of the following:

    2. Choose one of the following:

    3. Enter the GL Account Name and Account Number.

    4. 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.

    1. To retire this GL Account so that it can no longer be assigned, click Prevent Further Use?

Notes:

    1. Click Save.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Adding or modifying a charge

Adding or modifying a site

 

Return to Financial Settings