G/L Integration Form — Overview
When you run the revenue recognition functions or post equipment, timecard, adjustments, cost, or reopen projects transactions, Project and Job Costing creates entries for your general ledger.
If you use Sage ERP Accpac General Ledger, Project and Job Costing creates batches of transactions in General Ledger, where you can edit and post them. If you use another general ledger system, or if your Sage ERP Accpac General Ledger system is at another location, the program creates batches that you can import or enter manually in your general ledger.
You use the G/L Integration form, available in the PJC Setup folder, to select options to
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Produce general ledger transactions in the form and at the time that best suits your requirements.
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Assign a wide range of job related information to the entry description, detail reference, detail description, and detail comment used in general ledger transactions.
Note: You cannot save most changes to the G/L Integration form if any other Project and Job Costing forms are open.
To change General Ledger Integration options
Types of general ledger batches
Project and Job Costing creates separate general ledger batches for the following types of transactions:
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Adjustments
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Costs
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Equipment Usage
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Reopen Projects
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Revenue Recognition
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Timecards
Reporting general ledger data
You can print the G/L Transactions report, a listing of the general ledger transactions created by Project and Job Costing, whether or not you post batches in General Ledger.
For more information about the tabs on the G/L Integration form, click one of the links below:
Transactions