Editing GL Accounts for Associations

This article will cover how to change the default GL accounts used by an association and how to apply period-specific overrides while maintaining the association settings. 

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 > 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, and click Not Used beside the GL account to be removed.

You'll receive an error message if you attempt to mark a GL as Not Used if it's currently being used anywhere in your system and it will display where the GL is currently in use. You'll need to make the necessary changes to successfully mark the GL as Not Used.

Note: After you click Not Used, or make any changes including period-specific overrides, it is important to select the Save Changes button at the top left of the GL accounts, or no changes will be made. 

Navigate to the UnUsed GL tab and click the Refresh button in the grid footer 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.