Detailing Distributions

Karen Badham — Mon, 04 May 2009 14:20:00 GMT

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 Distribution tab of any record, highlight the applicable distribution line. You'll notice Distribution in white text on the lower gray bar. When you click it there are options of DR Distribution and CR Distribution.

If you select one of the distribution options you can distribute out your transaction characteristics. Please keep in mind you must change this on the DR Distribution and the CR Distribution, or you will be out of balance by the transaction characteristic that you change.

This can be done in virtually any area of the system where GL distributions are entered. Just look for the button called "Distribution".

The Ledger Lowdown: Define a Default Fiscal Year

Jennifer Maroney — Mon, 05 Jan 2009 12:30:00 GMT

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 tab.
Highlight Account Activity, Grant Activity, or Project Activity.
In the Setting column, select Last fiscal year, This fiscal year, or Next fiscal year from the Default Fiscal Year drop-down list.
Select any other appropriate options.
Click OK.

Talk to you soon!

The Ledger : projects

Detailing Distributions

The Ledger Lowdown: Define a Default Fiscal Year