Adding Default G/L Accounts to the Business Unit

To add default G/L Accounts to the Business Unit, complete the following steps:

  1. Navigate to the Business Unit Profile.
  2. Click the Edit button located on the Business Unit Profile.

    Edit Button on the Business Unit Profile Highlighted

    This will open the Edit - Business Unit pop-up window. This pop-up window contains drop-down menus for each account type available in netFORUM . Each drop-down menu contains a listing of the G/L Accounts you set up previously.

  3. Expand the drop-down list next to the account types for which you wish to set a default G/L Account.
  4. Select the desired G/L Account to serve as the default for the selected account type.
    5. Edit - Business Unit Pop-Up Window with Default G/L Accounts Chosen
  5. Click the Save button.

    The Default G/L Accounts section of the Business Unit Profile will update with the newly selected default G/L Accounts.

    Default GI Accounts Section of the Business Unit Profile Showing Default G/L Accounts