General Ledger Steps

Note: Before any General Ledger processing can be performed, you must set up the Chart of Accounts, enter beginning account balances, and define your accounting periods. For more information, see General Ledger Setup.

Monitoring financial data on the Controller Home form

Posting a Journal

Preparing a Bank Reconciliation

Printing a Financial Statement

Creating Statistical Accounts

Note: Before printing a financial statement, you must have already defined its header, columns and lines, as applicable. For more information, see Financial Statement Setup.

Purging a Journal

Recalculating Journal Balances

Using the Journal Builder to Enter Site-Specific Journal Transactions

Note: If you use a second, separate Analytical Ledger (as is traditional in some European countries), see About Analytical Accounting for more information.