Projects for the G/L Account
The Projects for the G/L Account page allows authorized users to select the projects to associate with the general ledger account. To access this page, follow the steps below:
- Go to Maintenance > new world ERP Suite > Chart of Accounts> G/L Accounts > List.
- Click Search. To narrow your search and limit your results, continue and select any or all of the remaining fields as needed.
- Click New to create a general ledger account number. To edit an existing account, click the G/L account number hyperlink to open the G/L Account page.
- Click Projects on an account with the Project Requirement selected as an option.
- To create a new project, click New to open the G/L Account Project Search page to select the projects to associate with the general ledger account. The New button is hidden if you do not have the appropriate security permissions.
Click here for more information on the fields.
| Field | Description |
|---|---|
| Status | The current status of the project. |
| Project Code | The code used to identify the project. |
| Description | The textual description of the project. |
To delete a project, select a project to highlight it in the list and click Delete. This button is hidden if you do not have the appropriate security permissions.
If needed, click Refresh to repopulate and update the list to include any changes other authorized users may have made.
See Also