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The GLA Format is set up when PCR-360 is brought online in the Configuration Options . To switch between Formats, PCR-360 provides the 'Select GLA Format button'.
Clicking this button brings up the 'GLA Selection' Form.
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To build a GLA with multiple components, navigate to the G/L Accounts grid.
Click the 'Add' button to create new GLAs for use in the organization.
In the 'Add New General Ledger Account' form, the User can define up to four Components – Fund, Org, Department, and SubDept – based on the organization's available Component Types. The first Component – in this case, the Fund – is a required field.
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Once all required fields have been satisfied, click the 'Save New' button at the bottom of the GLA data entry form. The new Component-based GLA appears on the G/L Accounts grid and can be selected among other GLAs elsewhere in the system.
Tabs
Name | Description |
|---|---|
| Account Management | Only visible if the Accounts Receivable license has been purchased. |
Defines the Charges associated with the GLA. | |
Defines what Contacts should be associated with the GLA. | |
Defines what Address is tied to the GLA, used for billing. | |
Tracking of any Activities and Remarks associated with the GLA. | |
Displays the Bill(s) for the GLA. |
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Select any number of GLAs for the replacement from the Grid and click the 'Replace' button. Then, select the "Replacement" GLA from the dialog. Click the 'Save and Close' button on the form.
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Users can generate an Estimate of what Charges is set on the GLA when the Bill runs for a given time period with Estimate Billing. This can be run for up to 50 GLA records at a time by selecting multiple items in the grid. In order to use Estimate Billing, select at least one record and click the Estimate Billing button. This opens the 'Estimate Billing' form.
Select the Billing period that you would like to get the estimate for and click the 'Generate Estimate' button. This generates a Billing Estimate form with the following three tabs: Estimate Totals, Billing Transaction Details, and Estimate Process Detail.
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