How do I update General Ledger?

How do I update transactions to General Ledger?

General Ledger

Run the Update General Ledger routine to post transactions that are created in the Business License application to an interfaced General Ledger application. If the interface to the Caselle General Ledger is turned on, you can use Update Caselle General Ledger to post transactions directly to a posting period in the General Ledger.

To how to set up the General Ledger Interface, see How do I turn on the General Ledger Interface?

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How do I update transactions to General Ledger?
1. Watch a video
1. Updating transactions to Caselle General Ledger
1. Options
  1. GL posting period
  1. Beginning date and ending date
  1. GL posting journal

Watch a video

Learn how to update the General Ledger and understanding the General Ledger Update Report (7m31s)
See another example of how and what will update to the General Ledger, open 2018 Business License Refresher Training (1h31m) at time marker 1h34m07s..

Updating transactions to Caselle General Ledger

1. Open Connect Business License > Organization > Update General Ledger.

2. Set up the following options.

GL posting period

Date range

GL posting journal

3. Click to select the Update Caselle General Ledger checkbox.

4. Click GO (CTRL+G).

The transactions are posted to Caselle General Ledger.

Options

GL posting period

Select the GL period to post the transactions from the Business License application.

Do you want to post transactions to the default posting period?

Yes, I want to post transactions to the default period. This option is recommended.
No, I want to post transactions to a different period. Use the GL Posting Period drop-down list to select a posting period.

Beginning date and ending date

Use the Beginning/Ending Date to define the date range. Only transactions with transaction dates that occur within the date range will be included. Use the Beginning Date field to enter the first date in the date range. Then, use the Ending Date field to enter the last date in the date range.

GL posting journal

The GL posting journal is the name of the journal in the General Ledger where transactions will be posted to.

Do you want to post transactions to the default journal?

Yes, I want to post transactions to the default journal. This option is recommended.
No, I want to post transactions to a different journal. Use the GL Posting Journal drop-down list to select a journal name.