How_do_I_override_the_default_GL_accounts_on_a_rate_

How do I override the default GL accounts on a rate?

When a rate is assigned to a service, Connect uses the GL accounts from the service to create transactions for the rate. If you want the rate to create transactions using another GL account(s) instead of using the GL account(s) from the service, you can set up the rate to use an override account.  

You can override the following GL accounts:

  • Cash

  • Accounts receivable

  • Deposits

  • Deposit interest

  • Write-offs

  • Revenue taxable

  • Revenue non-taxable

  • Contract A/R

  • Assistance

 

Adding GL accounts to override default GL accounts 

1. Open Connect Utility Management > Organization > Rates. 

2. Click to select the General Ledger Account Override tab. 

3. Find the account that you would like to override and type in the GL account to use as the override account. 

 

202205, 2022

 

 

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