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Before setting up General Ledger

General Ledger Options window

Setting up General Ledger

Designing Your General Ledger

Before you begin setting up any part of your general ledger, design your chart of accounts by listing the accounts you need and deciding on an account numbering scheme that suits your financial reporting requirements. If you don't have the services of an accountant to assist you, use one of the sample data charts of accounts as a guideline for designing your own chart of accounts. Print the sample charts of accounts by selecting General Ledger Reports > Chart of Accounts.

System-Wide Options

You must choose some system-wide options before setting up your General Ledger. These include:

You do not have to create fiscal calendars before you activate General Ledger. General Ledger creates fiscal calendars during activation based on the number of years of account history you want to add.