General Ledger Overview

This is what you might call the heart of the system. The chart of accounts is maintained in a general ledger, although accounts can also be accessed in other applications. You may browse any activity that occurred in a selected account.

Settings > Accounts > Configuration needs to be set up before anything in the accounting system can be done. SGA will set these up during the implementation process.

To start adding accounts, you must first set up the account divisions. General Ledger determines what type of account it is, as defined by the category. This defines whether the account is an asset, liability, fund balance, revenue, or expense. Once the account divisions and categories are set up, enter Accounts > New from the account menu.

To see how budgeting works, see the budget overview.