General Ledger Controls
Use the screens in the General Ledger Controls application group to configure your general ledger settings and company information.
- Related Topics:
- Configure General Ledger Settings
Use this screen to control overall settings affecting the General Ledger and various data entry preferences throughout the system. These settings are company-wide. Some settings become permanent once you establish them and enter data in other screens that use these settings. You should have a comprehensive plan for your overall Costpoint system setup that includes account, organization, and reference number structure before you enter information in this screen. - Configure Company Information
Use this screen to set up taxable entity information for your company. Although many companies need to set up only one company or taxable entity in this screen, you can set up multiple entities if you need to create reports for more than one taxable entity. On this screen, you establish the name, federal tax ID, address, and phone number for each company. This information is used on documents such as W-2s and 1099s, "ship to" addresses for purchase orders, and "remit to" billing addresses.
Parent Topic: General Ledger