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Did You Switch from 2.0 to 3.0

The 3.0 financial module is a full accounting module. 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 go to Configuration / Financial Settings / GL Configuration / Transactions Needing Attention and Items with Missing GL Codes

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




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