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

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I add a rate?

      Organization use rates to calculate a billed amount for electricity, water, sewer, and other services that bill based on the amount used by a customer. The rate allows you to customize how the billed amount is calculated and define what happens when ...

    • Warning: Default Rate

      The Default Rate warning displays when you remove the checkmark from the Allow New Billings checkbox on the default rate for a service. The default rate is the rate that is selected for a service as the rate that will be assigned to the service if a ...

    • Can I prompt a user to enter a GL activity code?

      When a user enters a distribution that is being tracked by a GL activity code, you can prompt a user to enter a GL activity code. The GL activity code the user enters will override the default GL activity code assigned to the distribution. Prompting ...

    • Error: Missing contract A/R GL account

      Issue A customer is set up with a contract and at least one service is missing a GL account for the contract accounts receivable (A/R). Explanation When the contract A/R GL account is missing, the contract transactions cannot be updated to the ...

    • Can I add the GL account to a receipt?

      A GL account is an account in the General Ledger that records credits and debits. Cash Receipting can print the GL account assigned to the category and distribution on the receipt. Adding the GL account 1. Open Connect Cash Receipting > Reports > ...