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Have you ever wondered whether you should use a Due-to/Due-from account or a Transfer account? Well, that I cannot tell you. However, what I can tell you is the difference between the two account types so that you can make a decision as to which one to...
Have you ever needed to distribute to multiple projects? This is something you can easily do in FE for projects, classes, transaction codes, or transaction attributes. I'm going to call these transaction characteristics. Here's how. On the GL...
When you view the Activity tab of an account, grant or project record, do you have to select the fiscal year each time? Save yourself a step by defining a default fiscal year. Here's how: Select Tools, Options from the menu bar. Select the Records...
A common question you've been asking the past month is how to import budgets, so I thought it would be a good topic to cover here. In order to import a budget, you must have the optional module Budget Management . As you know, the first thing I always...
Everyone hates out of balance reports . One of the common causes is missing accounts. When you create a new account in General Ledger, you need to update your Visual Chart Organizer (VCO) to ensure the account will be included on reports. OK, so you're...
Error: All segments must have valid values! I'm sure this is an error all of you have see at least once in your General Ledger lifetime. Instead of throwing up your hands when you get this error, follow these steps to fix it and prevent another error...