General Ledger

GL Types
GL Types, or rather General Ledger Types, are predefined groups for GL Account Records. GL Types are used for the so...
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Add a New GL Account
A new GL Account can be added one of three ways in R365:  Account Menu  Setup Assistant  Import Tool This ...
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GL Account Record
  The GL Account Record is where the Account specific information for each of the GL Accounts resides in the syst...
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GL Accounts: Parent Accounts & Child Accounts
GL Accounts can have a specified Parent Account (effectively making them a Child Account). Parent Accounts allo...
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GL Accounts: Available To Managers
This article is part of the documentation on the GL Account Record.  Click here for more information on GL Accounts ...
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GL Accounts: Disable Entry
This article is part of the documentation on the GL Account Record.  Click here for more information on GL Accounts ...
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GL Accounts: Operational Reports Categories
This article is part of the documentation on the GL Account Record.  Click here for more information on GL Accounts....
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GL Accounts: Location Security
GL Accounts can have additional, Location-based, security set on the GL Account record.  Similar to how the...
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GL Accounts: Report Settings
On the Report Settings tab, Users can specify additional report settings for the GL Account, including the opti...
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GL Accounts: Budget Defaults
Budget Defaults The GL Account can have a default budgeted dollar Amount set on the GL Account record.  Th...
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