[GL] Setting Up Divisions & Locations In GL

General Ledger > Programs > GL Account Parts

• Customer wishes to set up GL Account Divisions and Locations
• GL Accounts Part 2 and Part 3

Step 1:
Once Divisions and Locations are thought through, go to GL > Programs > GL Account Parts:

• Switch to Grid View and if part 2 or 3 is not set up, add those up as Division for Part 2 and Location for Part 3.

Step 2:

• As Part 2 is selected in the Grid tab, switch to the Instances tab.
• Set Instances Up as you wish your GL Accounts to be recognized.
• Your company many have various number of Instances as business scope requires.

Step 3:

• Set your Locations.

Step 4:

• Use your newly set up Divisions and Locations when new GL Accounts are created.

NOTE: New GL Accounts would need to be used if you wish to track your data with Divisions and Locations on the reports. Reports that will separate your Data by Part 2 and Part 3 can now be used.

eports that would run by Part 2 (Divisions) from GL > Reports:

• GL Budget by Month
• GL Trial Balance by Profit Center
• GL Rolling 12 Report
• GL Rolling 12 by Part2
• GL Income Statement