How do I set up activity reporting?
Use activity codes to flag transactions that belong to an activity. When you update transactions to General Ledger, you can use Activity Inquiry to track transactions that are linked to an activity code.
Watch a video
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Set up Activity Reporting (1m25s). See how to turn on activity reporting and watch an example.
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Link Activity Reporting to Payroll (1m9s). Learn how to make the activity reporting tools available in Payroll.
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Assign Activity Code to Payroll Check (1m59s). Watch an example of how to assign an activity code to a payroll check.
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Update Transactions Linked to Activities to General Ledger (2m56s). Watch an example of how to update transactions assigned to an activity code to General Ledger.
Turning on activity reporting in General Ledger
Allow users to create activities in General Ledger.
Do this...
1. Open Connect General Ledger > Organization > Organization.
2. Find the checkbox titled Use Activity Reporting on the Organization tab.
3. Click to select the checkbox titled Use Activity Reporting.
4. Click Save (CTRL+S).
Activity reporting is active. All of the options and features linked to activity reporting will be accessible in Connect. The next step is to add the activities that you want to track to the Activity table. See the help topic titled How do I set up a new activity?
Linking activity reporting to Payroll
Set up the activity reporting interface in Payroll. You can assign an activity code to a transaction to flag it for activity reporting.
1. Open Connect Payroll > Organization > Organization.
2. Click to select the Interfaces tab.
3. Click to select the General Ledger subtab.
4. Click to select the Allow Activity Reporting checkbox.
5. Click Save (CTRL+S).
The application is set up to use activity reporting.
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