Designing Your General Ledger

Current Fiscal Year after Activation

Setting Up General Ledger

Entering Account Balances, Historical Data, and Quantities

Modifying historical data

If you need to change account data in the previous year after you have created your chart of accounts, you should enter the adjustments in a batch, then post the batch to the previous year.

Entering Current Year-To-Date Transactions

When you set up a General Ledger system partway through a fiscal year, you must enter the transaction data for the current year to date, in addition to the closing balances from the previous year.

For ways to add the data, click this link.

To add existing account balances and quantity data to a new general ledger, click this link.