[GL] Setting Up Divisions & Locations In GL

Setting Up GL Account Divisions (Part 2) and Locations (Part 3)

1. Plan Divisions and Locations
   Decide how you want to organize GL Account Divisions (Part 2) and Locations (Part 3).

2. Set Up Parts
   Go to GL > Programs > GL Account Parts.

   • Switch to Grid View.

   • If Part 2 or Part 3 isn’t set up, add them:

     • Part 2 = Division

     • Part 3 = Location

3. Configure Instances

   • Select Part 2 in the Grid tab and switch to the Instances tab.

   • Add Instances based on how your company wants GL Accounts recognized.

4. Set Locations

   • Configure Part 3 (Locations) as needed.

5. Use New Divisions and Locations

   • Apply these when creating new GL Accounts.

   • Only new GL Accounts will track data by Division and Location in reports.

6. Reports by Part 2 (Division)
   Use the following reports to analyze by Division:

   • GL Budget by Month

   • GL Trial Balance by Profit Center

   • GL Rolling 12 Report

   • GL Rolling 12 by Part 2

   • GL Income Statement