How do I override the default GL accounts on a rate?

Rates

When a rate is assigned to a service, Connect uses the GL accounts from the service to create transactions for the rate.

Organization, Rate table and Service table

If you want the rate to create transactions using another GL account(s) instead of using the GL account(s) from the service, you can set up the rate to use an override account.

You can override the following GL accounts:

Cash
Accounts receivable
Deposits
Deposit interest
Write-offs
Revenue taxable
Revenue non-taxable
Contract A/R
Assistance

Adding GL accounts to override default GL accounts

1. Open Connect Utility Management > Organization > Rates.

2. Click to select the General Ledger Account Override tab.

3. Find the account that you would like to override and type in the GL account to use as the override account.

202205, 2022