Setting Up General Ledger Options

Before you begin using the General Ledger (G/L) application, you must first enter your G/L options. The options you choose affect how you use the application. For example, you'll indicate the earliest allowed transaction date, your default budget code, etc.

  1. Display the Options Configuration window.

  2. Click the arrow to the right of the Subsystem box and select G/L from the drop-down list.

  3. Click the arrow to the right of the Options box and select All Options from the drop-down list.

  4. Click Display. All of the General Ledger options display in the grid.

    For a definition of each option in the grid, click here.

  5. Click in the Current Value column of the first option in the grid.

  6. Click the arrow that displays.

  7. Select your response in the window that displays, and press ENTER.

  8. Repeat steps 5 through 7 for the rest of the items in the grid.

    Note: For any items in the grid that cannot be changed, "No" displays in the "Edit?" column.

For a definition of each option in the grid, click here.

  1. Click Change.

  2. Multistore: If you set up multiple General Ledger directories, click in the Store box, enter the next store number, and repeat steps 4 through 10.