Editing GL Accounts for Associations

Summary : This article will cover how to change which GL accounts a particular association uses after the GL accounts have been created. 

When GL accounts are created for an association or for a management company, default GL accounts will be automatically put in use by the association or associations. To view the GL accounts that an association is using, go to the Association drop down tab and click on GL Accounts.

In the Association GL tab, you will be able to view all of the GL accounts that are being used by the Association. 

If there is a particular GL account that you do not want the association to use, make sure you have the correct association selected at the top of the screen, and navigate to the Not Used button on the left of the GL account to be removed.

After you click this button it is important to selected the Save Changes button at the top left of the GL accounts, or no changes will be made. 

 

Next Navigate to the UnUsed GL tab and click the Refresh button at the bottom left of the screen to bring up the GL account that you removed from use for the Association. 

Your GL account should now appear in the UnUsed GL tab. If you made a mistake in removing a GL account, select the Use button beside the GL account to add it back to the association's GL accounts.