How do I set up the GL interface to a non-Caselle General Ledger?
You would set up the GL Interface to a non-Caselle General Ledger application to transfer job-related financial information into an external general ledger system. This interface helps ensure project costs, revenues, and accounting entries are recorded accurately without requiring duplicate data entry. Setting up the interface also improves financial consistency, streamlines accounting processes, and supports more efficient reporting between systems.
Configure the Project Accounting application to work with a non-Caselle General Ledger.
1. Open Connect Project Accounting > Organization > Organization > Interfaces tab.
2. Click on the General Ledger subtab.
3. Use the Interface menu to select None.
4. Click Save (CTRL+S).
The settings are saved.
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