General Ledger

GL Types
GL Types, or rather General Ledger Types, are predefined groups for GL Account Records. GL Types are used for the so...
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Add a New GL Account
A new GL Account can be added one of three ways in R365:  Account Menu  Setup Assistant  Import Tool This ...
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GL Account Record
  The GL Account record is where account-specific information for each GL Account resides in the system. This art...
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GL Accounts: Parent Accounts & Child Accounts
GL Accounts can have a specified Parent Account, which would effectively make them a Child Account. Parent Acco...
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GL Accounts: Restricted Access - usage
This article is part of the documentation on the GL Account record. Click here for more information on GL Accounts. ...
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GL Accounts: Disable Entry
This article is part of the documentation on the GL Account record. Click here for more information on GL Accounts. ...
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GL Accounts: Operational Reports Categories
This article is part of the documentation on the GL Account record. Click here for more information on GL Accounts. ...
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GL Accounts: Location Security
GL Accounts can have additional, Location-based, security set on the GL Account record.  Similar to how the...
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GL Accounts: Report Settings
On the Report Settings tab, Users can specify additional report settings for the GL Account, including the opti...
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GL Accounts: Budget Defaults
The GL Account can have a default budgeted dollar amount set on the GL Account record. This value would then be...
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