In Lesson 1 we will explore the design elements to consider when building out your Chart of Accounts. We will also cover importing a Chart of Accounts, Creating New Sub Type values, GL Accounts, and GL Variables.
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Module 1: Design Elements to Consider
In this training module we will review the key design elements for your Chart of Accounts including the GL Transaction Table and GL Account Types and Sub Types.
Module 2: Import Chart of Accounts
In this training module we will explore the key steps involved in preparing your Chart of Accounts and completing the import process for your organization.
Module 3: Create a New Sub Type Value
This training module covers a detailed description of how you can utilize Sub Types to further customize your Chart of Accounts.
Module 4: Create GL Accounts and GL Variables
This training module will walk you through the process of creating GL Accounts and GL Variables.