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Features Management Menu in Detail
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GL Features Management page

 

 

  • Enable GL Entries - used to turn the GL Journal Transaction entries feature on so that PORTALPRODIGY will create entries in the GL Journal for financial transactions.   Default is set to “No”.  Set to “Yes” to enable the feature.
  • Import Chart of Accounts:  text box with  button.  Used to select a comma delimited file containing GL Accounts to be imported.  The comma delimited format should have a CSV file extension.  Provides easy method to import GL Accounts from QuickBooks. [Insert > file format]
  • Links: GL Accounts – displays the GL Accounts Management page where you can add, edit and delete GL Accounts.
  • Links: GL Account Types – displays the GL Account Types Management page where you can add, edit and delete GL Account Types.

 

Initiates upload of Import Chart of Accounts file.

Saves the GL Features Management settings entered on this page.

Close the page discarding all entries and edits.

Close the page and save changes.  PORTALPRODIGY will prompt to save changes.  OK response saves changes, closes page, and returns to previous page.  CANCEL response discards all entries and edits (same as Cancel button).

 


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