Financial

Chart of Accounts
Accounting > Financial > Chart of Accounts Use this page to set up and maintain the chart of accounts for the association. NOTE- The chart of ...
Fri, 18 Aug, 2023 at 8:29 AM
How to Re-Open a Financial Period
Accounting > Financial > Association GL Setup Learn how to Re-Open a closed Financial Period    Step 1. Navigate to Accounting > Financial &...
Fri, 18 Nov, 2022 at 9:24 AM
Manage Accounting Periods
Manage Accounting Periods-New UI Association > Financial > Association GL Setup Use this page to manage accounting periods. This page a...
Fri, 18 Nov, 2022 at 8:31 AM
Association GL
Accounting > Financial > Association GL  Use this page to establish and configure Accounting and General Ledger settings for an Association, make ...
Mon, 11 Sep, 2023 at 10:37 AM
Association GL Setup - Adjustment
Accounting > Financial > Association GL Setup (Adjustment Tab) Learn how to create and set up default settings for the automated handling of Re...
Thu, 28 Jul, 2022 at 5:33 AM
Association GL Setup - Department
Accounting > Financial > Association General Ledger Setup (Department Tab) Learn how to create Departments for an Association.  NOTE- Departm...
Fri, 18 Nov, 2022 at 1:17 PM
Association GL Setup - Overview Tab
Accounting > Financial > Association GL Setup   Learn how to set up the General Ledger for an Association.    Step 1. Navigate to Accounting >...
Fri, 18 Nov, 2022 at 1:11 PM
Association GL Setup - Trans Type
Accounting > Financial > Association General Ledger Setup (Trans Type Tab)   Learn how to link Transactions Types to General Ledger accounts.   N...
Fri, 18 Nov, 2022 at 1:16 PM
Association GL Setup - Provider
Association GL Setup - Provider Tab - New UI Accounting > Financial > Association GL Setup - Provider Tab Use this page to link Paylease to an in...
Fri, 18 Nov, 2022 at 1:34 PM
Association GL Setup - Periods
Association > Financial > Association GL Setup Use this page to manage accounting periods. This page allows you to manage an Accounting Perio...
Fri, 18 Nov, 2022 at 12:58 PM