Set-Up Section This section includes the fields and descriptions for the Set-Up section workspaces. Related Topics:Company Information Use this workspace to maintain information about the company—or companies, if you are working in an enterprise or a public agency that consists of multiple companies, and you have purchased Maconomy's multi-company model. Company Locations Use this workspace to set up global location numbers for the individual companies in your system. Fiscal Year Templates Use this workspace to create and maintain fiscal year templates. Fiscal Year Use this workspace to define each period in the fiscal years that you created in the Fiscal Year Templates workspace. Account Information Card Use this workspace to enter and maintain information about the accounts in the chart of accounts. Local Charts of Accounts Use the Local Charts of Accounts workspace to set up local chart of accounts and the associated local accounts. Locations Use this workspace to create the locations that you want to use when the Location dimension is used in Maconomy's other workspaces. Entities Use this workspace to create the entities that you want to use in Maconomy's other workspaces. Projects Use this workspace to create the projects that you want to use in Maconomy's other workspaces. Purpose Use this workspace to create the purposes that you want to use in Maconomy's other workspaces. Specification 1 Use this workspace to create the dimension values that you want to use when Specification 1 is used in Maconomy's other workspaces. Specification 2 Use this workspace to create the dimension values that you want to use when Specification 2 is used in Maconomy's other workspaces. Specification 3 Use this workspace to create the dimension values that you want to use when Specification 3 is used in Maconomy's other workspaces. Local Specification 1 Use this workspace to create the dimension values that you want to use when the Local Specification 1 dimension is used in Maconomy's other workspaces. Local Specification 2 Use this workspace to create the dimension values that you want to use when the Local Specification 2 dimension is used in Maconomy's other workspaces. Local Specification 3 Use this workspace to create the dimension values that you want to use when the Local Specification 3 dimension is used in Maconomy's other workspaces. Posting Descriptions Use this workspace to maintain entry texts for automatic entries from subledger modules. Posting References Use this workspace to maintain departments and the posting references that are associated with them. Intercompany Accounts Use this workspace to specify the accounts to be used for intercompany balancing between two companies in the Company dimension. Trans. No. Series Use this workspace to maintain the transaction number series of each company. Allocation Codes Use this workspace to maintain allocation codes that automate entries in the General Journal (G/L module) and the Vendor Invoices (Accounts Payable module) workspace. Registration Codes Use this workspace to create and maintain registration codes that make it easier to use all of the dimensions of the 12-dimensional chart of accounts and other information (for example, job number, employee number). Derived Dimensions Use this workspace to set up date-dependent dimension derivation information for each location, job, employee, and so on, that should derive different sets of dimension values, depending on the date of the entry for which Maconomy performs dimension derivation. Dimension Combinations Use this workspace to create dimension combinations to be used in various contexts in Maconomy. Company Dimension Combinations Use this workspace to quickly look up account, local account, and local chart of accounts derived for a given company and dimension combination header. Show Dimension Combination Usage Use this workspace to view where each dimension combination is used. Dimension Derivation Selection Use this workspace to specify which dimension priorities Maconomy should use in different scenarios. Dimension Derivations Use this workspace to create and maintain the priorities that apply to derived dimensions. G/L Allocation Combinations Use this workspace to enter which G/L allocation combinations allow manual postings, that is, in connection with postings and entries made in the General Journal, Budget Journal, Purchase Orders, Invoice Allocation, Reallocate Invoices, Sales Orders workspaces, and so on. Company Allocation Combinations Use this workspace to specify the allocation rules for one company at a time. Dimension Sets Use the Dimension Sets workspace to define a set of dimensions, such as Location and Entity. Line Styles Use this workspace to create and maintain line styles that Maconomy uses for formatting G/L report output in RTF files. Transaction Types Use this workspace to create, edit, and delete transaction types. Transaction Type Groups Use this workspace to create, edit, and delete transaction type groups. Journal Setup Use this workspace to set up the connection between posting journals, transaction types, and transaction number series Posting Period Setup Use this workspace to set up posting periods. Sequence Number Criteria This workspace provides company information and sequence number assignment information to support the Sequence Numbers functionality. Parent Topic: General Ledger Overview HomeGeneral Ledger OverviewSet-Up Section
Set-Up Section This section includes the fields and descriptions for the Set-Up section workspaces. Related Topics:Company Information Use this workspace to maintain information about the company—or companies, if you are working in an enterprise or a public agency that consists of multiple companies, and you have purchased Maconomy's multi-company model. Company Locations Use this workspace to set up global location numbers for the individual companies in your system. Fiscal Year Templates Use this workspace to create and maintain fiscal year templates. Fiscal Year Use this workspace to define each period in the fiscal years that you created in the Fiscal Year Templates workspace. Account Information Card Use this workspace to enter and maintain information about the accounts in the chart of accounts. Local Charts of Accounts Use the Local Charts of Accounts workspace to set up local chart of accounts and the associated local accounts. Locations Use this workspace to create the locations that you want to use when the Location dimension is used in Maconomy's other workspaces. Entities Use this workspace to create the entities that you want to use in Maconomy's other workspaces. Projects Use this workspace to create the projects that you want to use in Maconomy's other workspaces. Purpose Use this workspace to create the purposes that you want to use in Maconomy's other workspaces. Specification 1 Use this workspace to create the dimension values that you want to use when Specification 1 is used in Maconomy's other workspaces. Specification 2 Use this workspace to create the dimension values that you want to use when Specification 2 is used in Maconomy's other workspaces. Specification 3 Use this workspace to create the dimension values that you want to use when Specification 3 is used in Maconomy's other workspaces. Local Specification 1 Use this workspace to create the dimension values that you want to use when the Local Specification 1 dimension is used in Maconomy's other workspaces. Local Specification 2 Use this workspace to create the dimension values that you want to use when the Local Specification 2 dimension is used in Maconomy's other workspaces. Local Specification 3 Use this workspace to create the dimension values that you want to use when the Local Specification 3 dimension is used in Maconomy's other workspaces. Posting Descriptions Use this workspace to maintain entry texts for automatic entries from subledger modules. Posting References Use this workspace to maintain departments and the posting references that are associated with them. Intercompany Accounts Use this workspace to specify the accounts to be used for intercompany balancing between two companies in the Company dimension. Trans. No. Series Use this workspace to maintain the transaction number series of each company. Allocation Codes Use this workspace to maintain allocation codes that automate entries in the General Journal (G/L module) and the Vendor Invoices (Accounts Payable module) workspace. Registration Codes Use this workspace to create and maintain registration codes that make it easier to use all of the dimensions of the 12-dimensional chart of accounts and other information (for example, job number, employee number). Derived Dimensions Use this workspace to set up date-dependent dimension derivation information for each location, job, employee, and so on, that should derive different sets of dimension values, depending on the date of the entry for which Maconomy performs dimension derivation. Dimension Combinations Use this workspace to create dimension combinations to be used in various contexts in Maconomy. Company Dimension Combinations Use this workspace to quickly look up account, local account, and local chart of accounts derived for a given company and dimension combination header. Show Dimension Combination Usage Use this workspace to view where each dimension combination is used. Dimension Derivation Selection Use this workspace to specify which dimension priorities Maconomy should use in different scenarios. Dimension Derivations Use this workspace to create and maintain the priorities that apply to derived dimensions. G/L Allocation Combinations Use this workspace to enter which G/L allocation combinations allow manual postings, that is, in connection with postings and entries made in the General Journal, Budget Journal, Purchase Orders, Invoice Allocation, Reallocate Invoices, Sales Orders workspaces, and so on. Company Allocation Combinations Use this workspace to specify the allocation rules for one company at a time. Dimension Sets Use the Dimension Sets workspace to define a set of dimensions, such as Location and Entity. Line Styles Use this workspace to create and maintain line styles that Maconomy uses for formatting G/L report output in RTF files. Transaction Types Use this workspace to create, edit, and delete transaction types. Transaction Type Groups Use this workspace to create, edit, and delete transaction type groups. Journal Setup Use this workspace to set up the connection between posting journals, transaction types, and transaction number series Posting Period Setup Use this workspace to set up posting periods. Sequence Number Criteria This workspace provides company information and sequence number assignment information to support the Sequence Numbers functionality. Parent Topic: General Ledger Overview HomeGeneral Ledger OverviewSet-Up Section