How do I assign GL Codes?

The Assigning GL Codes video shows how to associate GL codes with certain segments in CircuiTree to make it easier to transfer information from CT to your main accounting system. You can designate GL codes for AR categories, donation funds, and store transactions for specific cost centers as needed. These associations in the system must be made before certain batches can be closed.

0:00 – 0:55: Basic description of GL codes and what you need to have completed before working with these codes

0:55 – 2:45: Shows how to enter codes for combination of cost center and AR category

2:45 – 4:00: Explains why deferred GL codes are used (i.e., to track money not yet earned)

4:00 – 4:35: Shows how to enter codes for donation funds

4:35 – 5:10: Shows how to enter codes for inventory departments

5:10 -6:00:  Shows how to enter codes for department charges

6:00 – 6:36: Shows where GL codes can be entered in payment processors