How to assign a Finance Account Type to a GL Account?
1. Click the “FINANCIALS MODULE” icon.
2. Click the “CONFIGURE” button located at the top navigation bar.
3. Click on the “FINANCIAL ACCOUNT TYPE GL ACCOUNT” button found at the side bar, under the Accounting GL Configuration.
4. You will be redirected to this page wherein all Financial Account Types are shown. You can remove any of them by clicking the “REMOVE” button at the far right side of each item.
5. You can reassign a Financial Account Type to a different GL Account ID by clicking the GL Account Type dropdown menu, choose a different one and click the “UPDATE” button found at the far right side of each item.
6. To assign a new Financial Account Type into a GL Account Number, go to the bottom of the window, choose your desired values and click the “ADD”.
7. Your new entry has been added to the list. Make sure your new Financial Account Type is assigned to the correct GL Account ID.