Accounting Configuration pertains to the settings within Recreation Management that influence financial reporting for services and monies taken in by your organization.
Video Instruction
Please watch the video to learn about Accounting Configuration. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Configuring Templates.
When to Use
Accounting Configuration is an integral step in your functionality of financial reporting. These settings can influence:
Transaction Reports
General Ledger Reports
Financial Exports
How to Apply
While learning how to utilize Accounting Configuration, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.
Please complete the following:
Verify the GL Codes from your GL Import are accurate
Add additional GL codes that were not in the import file submitted with the rest of your deliverables
Assign the appropriate GL codes to payment types
Build Tax Types if applicable
Add Offline Credit/Debit Payment Types if applicable