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 > 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 navigate to the Not Used button on the left of 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. The error message 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 this button 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.