Transfer to GL Policy Setup

If the following setup is complete, the system will transfer to eFinancials when you select Processing—Transfer to G/L and then click Run Transfer.

From the eSite menu, select Setup—Policies—Global Policies—AME, Interface tab.
From the At Transfer to G/L format drop-down list, select eFinancials Web Service.
From the eSite menu, select Setup—Global—eFinancials Transfer.
Complete the Transfer to eFinancial Setup tab.

If you want the Transfer to G/L process to occur every time you approve a cash or adjustment batch, you must also turn on the following policy:

Select Setup—Policies—Global Policies—AME, Interface tab.
At Automatically perform the transfer to G/L function when the batch is approved, select the check box.