How_do_I_use_General_Ledger_interface_

How do I use General Ledger interface?

Connect can share information from other applications in the Connect family with the Caselle General Ledger. The shared information allows the application to post transactions that were created in the application to a journal in the Caselle General Ledger. This in turn, prevents you from posting those same transactions by hand.

 

Turning on the General Ledger interface

1. Open Connect System Management > Organization > Organization.

2. Click the Interfaces tab.

3. Use the GL Interface drop-down menu to select the Caselle version of the General Ledger application.

  • Caselle Version 2.x (Classic)

  • Caselle Version 3.x (Classic)

  • Caselle Version 4 (Clarity) 

  • Caselle Version 5 (Connect)

 

Interfaces tab


 

Tip! If you are not sure which version you are using, launch the application. Then, open the Help menu and select About to view the version number.

 

Help menu


 

The version number displays in the upper-right corner of the About window.

 

About - version number


 

The General Ledger application can accept transactions from other Caselle applications.

 

 

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