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GL Accounts Setup Details

Setting up general ledger accounts is required. When setting up GL account numbers, remember that accounts are associated with EntitiesCompanies, that is, you enter account numbers for each EntityCompany. Be sure to investigate using the GL Chart of Accounts Copy tool—a shortcut—to create accounts between EntitiesCompanies. You can also use the Account Import Tab to import a chart of accounts.

The departments and cash flow codes are not required during the setup process. They can be activated at anytime.

Note

EntitiesCompanies must already be set up and available for selection. For more information, refer to Entities OverviewSetup Companies General Tab. Confirm that the account mask, which is on the Other Tab of Global policies, is set up. Setting up the account mask ensures that all account numbers used in the application adhere to your account format.

See Also

GL Accounts Overview