General Ledger
GL Types, or rather General Ledger Types, are predefined groups for GL Account Records. GL Types are used for the sorting, grouping and subtotal of GL Acco...
Fri, Jun 28, 2019 at 7:43 AM
A new GL Account can be added one of three ways in R365: Account menu Setup Assistant Import Tool This document will demonstrate the simplest meth...
Fri, Feb 28, 2020 at 10:33 AM
The GL Account Record is where the Account specific information for each of the GL Accounts resides in the system. Once you have opened a GL Account R...
Wed, Feb 5, 2020 at 10:48 AM
GL Accounts can have a specified Parent Account (effectively making them a Child Account). Parent Accounts allow Users to group Sub-Accounts under one...
Mon, Jun 24, 2019 at 1:57 PM
This article is part of the documentation on the GL Account Record. Click here for more information on GL Accounts If non-Accounting Users (Users with ...
Fri, Jun 28, 2019 at 7:55 AM
This article is part of the documentation on the GL Account Record. Click here for more information on GL Accounts If a GL Account is going to be a tru...
Tue, Jun 11, 2019 at 10:40 AM
This article is part of the documentation on the GL Account Record. Click here for more information on GL Accounts Operational Reports Category is...
Thu, Aug 1, 2019 at 8:02 AM
GL Accounts can have additional, Location-based, security set on the GL Account record. Similar to how the 'Available to Managers' feature limits...
Mon, Aug 6, 2018 at 9:36 AM
On the Report Settings tab, Users can specify additional report settings for the GL Account, including the option to Show Running Total, and assign the...
Thu, Jun 20, 2019 at 2:15 PM
Budget Defaults The GL Account can have a default budgeted dollar Amount set on the GL Account record. This value would then be pre-populated in ...
Mon, Oct 1, 2018 at 4:16 PM