This article will show you how to activate GL Configuration Settings.
Important Note:
We do not recommend changing your GL settings without first contacting your Customer Success Manager or Support. Misconfiguring these settings can have serious repercussions on your reporting.
Instructions
Sign in to Recreation Management
Navigate to Configuration, then hover over Organization, and then select Organization Options:
Locate or search for General Ledger Accounting and ensure it says Enabled:
Set General Ledger Accounting Method to Cash Only:
Note:
If your department uses Accrual Accounting, reach out to our Support Staff and we can give you additional tips to configure your account for Accrual accounting.
Set other (optional) GL configuration settings:
Note:
By indicating these settings as Required, your staff should not be able to save any items in the system without first indicating a GL for them. This will save many Unitemized entries later!
Partial Activity Revenue Deferral: Allows organizations that do cash accounting and deferred revenue to use both
GL Required for Activities: Recommend setting the GL code as Optional
GL Required for Sessions: Require a GL code for sessions
GL Required for Locations: Recommend setting the GL code as Optional
GL Required for Facilities: Require a GL code for facilities
GL Required for POS Items: Require a GL code for POS items
GL Required for Addons: Require a GL code for addons
GL Required for Discounts: Require a GL code for discounts
Navigate to and select Save Settings:
Assign GL Codes to Sessions, Facilities, and POS Items