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Did You Switch from 2.0 to 3.0?

The 3.0 financial module is a full accounting module. You can take a look at this article to get you set up for full accounting.

To Adjust a Few Transactions

Be sure that the activity, facility, addon's and discounts all have revenue codes set. 

To manually update a specific transaction, view further instructions.

To Check Items

Items may be missing codes.

  1. Navigate to Configuration > Financial Settings > GL Configuration
  2. Select Transactions Needing Attention and/or Items with GL Issues

Make sure you are set up correctly - view the financial section!


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