Admin Accounting Functions

Not all users have access to the Admin screens.

Administration of the Blue Kollar system can be managed from the Admin -> Accounting menu option.

NOTE: Move "Active" slider on/off for all below items if necessary. Some have more slider options than others.

GL Codes:

Search by Description/Abbreviation or flip "Show Removed" slider to show removed codes.
To create New, click in the top right hand corner next to Search and Clear.
Everything is required before saving successfully.

GL Code Categories:

Search by Description/Abbreviation or flip "Show Removed" slider to show removed categories.
To create New, click in the top right hand corner next to Search and Clear.
Create a category description and choose an account type (this is needed to create GL Codes).

GL Code Overrides:

This search page does not have any search criteria other than "Show Removed".
To create New, click in the top right hand corner next to Search and Clear.
Choose a Pricing Type (for materials and services) and press Add to create a new override.
Create site specific GL Code Overrides. Select a Tenant Site, an Internal GL Code, and an External GL Code to override the existing GL codes associated with the pricing type that was initially selected.

Material Types:

Search by Description or flip "Show Removed" slider to show removed material types.
To create New, click in the top right hand corner next to Search and Clear.
Create a description. The internal and external drop down boxes will have choices you have previously created in the GL Codes section.
Make sure to slide the "Per Unit" slider if you want the Material Type to be per unit.

Service Types:

Search by Description or flip "Show Removed" slider to show removed service types.
To create New, click in the top right hand corner next to Search and Clear.
Create a description. The internal and external drop down boxes will have choices you have previously created in the GL Codes section.
Make sure to slide the "Per Unit" slider if you want the Service Type to be per unit.

Terms:

Search by Description or flip "Show Removed" slider to show removed terms.
To create New, click in the top right hand corner next to Search and Clear.
description and number of days are required to save.