General Ledger Screen

The General Ledger screen can be used to preview and export standard Revenue and Cash account information for transactions assigned to the Company or Location. The Summary file is created according to preset specifications. Once exported, the file is available to be imported into the agency’s General Ledger system.

To access the General Ledger screen, click GL Export (Main Menu> Billing > GL Export).

	Note: General Ledger functionality must be set up by an Implementation Specialist. To request this functionality, please contact an Implementation Specialist to enable the feature and determine the structure of account numbers.
	Note: Preview and save a Detail version of both the Revenue and Cash general ledger before exporting Summary versions for your general ledger system.

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB