Length: 2 Hour
In this hands-on class, we’ll cover intermediate features in the General Ledger (GL) module. We’ll discuss setting up and using statistical accounts, walk through importing GL entries and share reasons why they might fail. We’ll also review different types of journal entries. There will be a demonstration on how user defined books work, and we’ll share some good uses cases for using them. We’ll be sharing lots of tips and tricks along the way to ensure you are harnessing the full power of the GL module.
Class Prerequisites: Basic understanding of the Sage Intacct GL module.
• Master data setup
o Statistical Account
• Recording GL Entries
o Entry via Import Template
o Journals with Approvals
o Managing attachments in journal entries
o Entering journals with allocations
o Entering statistical entries
• User defined books and user defined journals
• GL month-end close tips