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Use the General Ledger tab to maintain the general ledger codes associated with this chart of accounts code.

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titleOpening the General Ledger tab

To open

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the General Ledger

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 tab:

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  1. Select Module > General Ledger > Chart of Accounts Maintenance

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  1.  from the main menu.

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  1. The Set Chart of Accounts Search Criteria

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  1.  window is displayed.
    Tip:

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  1.  You can also access General Ledger functions by

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  1. clicking Image Added.
  2. Search for the chart of accounts classification.

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  1. See Searching for GL chart of accounts codes

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  1. .

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  1. The General

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  1.  tab of

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  1. the Chart of Accounts Maintenance

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  1.  window is displayed.
  2. Click

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  1. the General Ledger

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  1.  tab.

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  1. The General Ledger

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  1.  tab of

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  1. the Chart of Accounts Maintenance

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  1.  window is displayed.

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  1. Image Added
  2. Either:
    Type

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  1. the G/L Year

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  1.  and click Image Added.

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  1. • Click on the up or down arrow on

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  1. the G/L Year

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  1.  field.
    Linked accounts for the selected general ledger year are displayed. 


Chart of Accounts Maintenance - General Ledger tab key fields and buttons

Grid area fields

Field

Description

Code

General ledger code.

Description

Description of the general ledger code.

Buttons

Button

Description

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Launch into General Ledger Maintenance. See Maintaining general ledger accounts

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Create new general ledger codes using this chart of accounts code.

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Link this chart of accounts code to an existing general ledger code.
To link general ledger codes with this chart of accounts code:

  1. Click
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    The Link COA to G/L Codes window is displayed.
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  2. Select the G/L codes.
  3. Click
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Delete the selected general ledger code's link to this chart of accounts code.

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Refresh the information in the grid from the database.
Use this if:

  • you change the G/L Year and need to refresh the data
  • someone else is maintaining budgets.