Maintain:

• general information about the general ledger account
• flags to determine how the account is used.

General Ledger Maintenance - General tab

Maintain sub-allocations at your organisation, used to identify projects.

General Ledger Maintenance - Sub Allocations tab

You can:

• view finance reports that the general ledger account is included in
• add the general ledger account to a finance report that it is not already set up in
• modify the settings of the general ledger account in the finance report
• delete the account from one or more finance reports.

General Ledger Maintenance - Finance Reports tab

You can:

• view the amounts budgeted, allocated and actually spent by month for a general ledger account

• calculate monthly budgets by allocating a portion to each
• maintain the budget amounts and allocated amounts.

General Ledger Maintenance - Budget/Actual tab

View general ledger postings to this account.

General Ledger Maintenance - Postings tab

View:

• individual journals that have updated the account
• a running balance to keep track of the activity on the account.

General Ledger Maintenance - Journals tab

View:

• complete purchase orders
• incomplete purchases orders.

General Ledger Maintenance - Purchase Orders tab

View and maintain documents relating to general ledger accounts.

General Ledger Maintenance - DocMan tab

View security settings for this account.

Maintain users who are authorised to:

• maintain this account
• maintain all accounts.

General Ledger Maintenance - Security tab

Maintain user-defined forms used within General Ledger Maintenance.

General Ledger Maintenance - User Forms tab

You can:

• view audit details of who created and maintained this account
• add a comment about the account.

General Ledger Maintenance - Maint tab