How do I add a balance, revenue, and expenditure mask?
Use these instructions to set up Connect to run without the Caselle General Ledger. Connect will need a Balance Sheet Mask, Revenue Mask, and Expenditure Mask. The mask tells the system how to format and store account numbers in the database. It also determines how an account should be displayed after it is entered. Each block of letters in an account mask represents a segment. You must define the segments that will be used in the account mask before you can set up the account mask default.
Other GL Information
Adding a Balance, Revenue, and Expenditure mask
1. Open System Management > Organization > Other GL Information.
2. Enter the Account Number Digits.
The Account Number Digits stores the number of digits in the account. If you need to change the value in the Account Number Digits field, contact customer service for assistance.
3. Enter the Balance Sheet Mask.
The balance sheet mask is the mask for formatting balance sheet accounts. Enter the account mask exactly as it will appear on the screen.
4. Enter the Revenue Mask.
The revenue mask is the mask for formatting revenue accounts. Enter the account mask exactly as it will appear on the screen.
5. Enter the Expenditure Mask.
The expenditure mask is the mask for formatting expenditure accounts. Enter the account mask exactly as it will appear on the screen.
6. Click Save (CTRL+S).
The account properties have been saved.
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