GL Summary Levels provide you the means to summarize your financial reports by attaching accounts to the various Summary Levels. You create and define your GL Summary Levels in this screen.
- From the Main Menu, select Admin -> Setup - Ledger -> GL Summary Levels.
- Your screen should look similar to this:
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- To Add a new Summary Level, click on the
Add button.
- To Edit an existing Summary Level, select the Summary Level from pull-down list and click on the
Edit button.
- Your screen should look similar to this:
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- Enter or update the name of the Summary Level in the box.
- To return to the previous screen WITHOUT SAVING the changes, click the
Back button.
- To save your changes, click the
Save button.
- To delete an existing Summary Level, click on the
Delete button.
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