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Equity General Ledger Setup

Contents

1 Overview

2 How-to

3 Sample Report

4 Fields

 

2 How-to

  1. Click FINANCIAL MNGMNT.

  2. Click SETUP.

  3. Click CODES.

  4. Select Equity GL Setup under Equity Summary Account Codes. Either double-click your selection, or follow it by clicking RUN.

  5. Select a Fiscal Year:

    1. Click SELECT YEAR…

    2. Select a Fiscal Year and either double-click, or follow it by clicking SELECT.

  7. Click ADD to create a new GL Rule or EDIT to update an existing rule. This opens the GL Rule Maintenance screen.

  8. Click DELETE to remove a GL Rule or PURGE to remove all GL Rules.

  9. Click REPORT to create an optional, printable report of the displayed Equity GL rules.

    1. Enter the Low and High ranges for the Equity Summary Account Rules or leave the default values.

    2. Click PRINT to create the report or CLOSE to exit.

  11. Click CLOSE to exit the screen

Page Updated 8/06

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