How do I set up Activity Reporting in the Connect General Ledger?
Cash Receipting can use GL activity codes to track payments. Before you can set up a category and distribution in the Cash Receipting application and link it to a GL activity code, you need to set up a GL activity code in the General Ledger application. For detailed instructions, see How do I turn on activity reporting?
Setting up Activity Reporting in the Caselle General Ledger
1. Open Connect General Ledger > Organization > Organization.
2. Click to select the checkbox titled Use Activity Reporting.
3. Click
Save 
(CTRL+S).
Activity Reporting is available in the General Ledger.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
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 Set up Activity Reporting ...
How do I make Activity Reporting available in Cash Receipting?
Make the tools for tracking Activity Reporting available in Cash Receipting. Activity Reporting allows you to track transactions that are linked to a GL account in the General Ledger. Before you get started Set up Activity Reporting in the Caselle ...
How do I set up the GL interface to Caselle General Ledger?
Configure the Project Accounting application to retrieve account information from the Caselle General Ledger. The interface supports Caselle General Ledger, Clarity (version 4). You would set up the GL Interface to the Caselle General Ledger to ...
How do I update general ledger?
Run the Update General Ledger routine to post transactions that are created in the Project Accounting application to an interfaced General Ledger application. You would update transactions created in Project Management to the Caselle General Ledger ...
How do I set up a new activity?
An activity lets you track transactions that occur in General Ledger or in any of the Caselle subsystems. For example, a town has an annual St. Patrick's Day parade in March. To track expenses associated with the parade, the town sets up an activity ...