Our Implementation Team will have already created your GL Levels; however, we understand that sometimes our clients need to make adjustments to their GL code structure & organization. We’d recommend talking with your Client Success Manager before you make any major changes in this module.
How to create a GL Level
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Select the action button 2. Define Levels to see all the levels that have been setup for each GL Type.
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Review the existing levels that have been setup per GL Type. Make sure you aren’t creating a duplicate GL Level , and remember you can have up to ten (10) GL Levels per GL Type in the platform.
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Click the action button Add New Level.
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Fill out the GL Level form and click Save when complete.
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Type: if you have one GL Type, it will be auto-selected. Otherwise, you will need to select the appropriate value.
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Level: this will be the next level available
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Description: provide the GL Level label
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Visible in Reports? Yes or No. Do you want to report on the GL Codes used within this Level?
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How to edit a GL Level
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Select the action button 2. Define Levels to see all the levels that have been setup for each GL Type.
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Locate the GL Level that you need to update and click the pencil icon under the Edit column.
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Update the form and click Save to keep your changes.
How to delete a GL Level
Deleting a GL Level will delete all associated GL Codes. You cannot undo this action.
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Select the action button 2. Define Levels to see all the levels that have been setup for each GL Type.
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Locate the GL Level that you need to delete and click the red X under the Delete column.
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Confirm the action and click Delete.
