This article will show you how to assign GL codes to activity sessions. Assigning a GL code will help avoid entries that have not been itemized later. If your Organization settings are set to require a GL code for sessions, staff will have to add a GL code before saving the session.
Instructions
Log in to Recreation Management
Navigate to Activities, then click Activity List
Expand an Activity line item
Select Edit Session (pencil icon) next to the desired session
Navigate to the Pricing tab
Click the Assign GL Code button
Fill in the fields
GL Code: Select a GL Code from the drop-down menu
Dollar/Percentage: Input either a fixed dollar amount or a fixed percentage rate
Note:
It is most common to select one code and assign it a percentage of 100%. This is what we highly recommend. However, we do support the ability to assign more than one code, and we also support the ability to assign codes by an exact dollar amount. We do not recommend this. Using percentages makes it easier for the system to properly account for money, even if your staff has to alter fees at checkout for some reason.
Select the Save Session button
