Adding an Activity Number to an Existing Transaction
When we enter an invoice and forget to add a GL Activity number, we have the ability to add it after the fact in the General Ledger. Follow these steps: Go to General Ledger | Journals | Enter Journal Amounts. Specify the appropriate Journal ...
Can I work in more than one fiscal year?
The answer to this question is “yes”. You can run Close Year-End at any time once you are in the new fiscal year. For example, let us say that my fiscal year end is December. I can run Close Year End right away in January, if I choose. This will ...
Recording Invoices to a GL Activity in Accounts Payable
To record expenses to a GL Activity in Accounts Payable, follow these steps: Open Accounts Payable | Invoices and Payments | Enter Invoices. Enter the information for the invoices on the Invoice tab. On the Details tab, enter the GL Activity after ...
Exporting a trial balance
Exporting a trial balance Create a file to export the trial balance from Caselle to use it in Microsoft Excel. Do this... 1. Open Connect or Clarity General Ledger > Reports > Trial Balance. 2. Set up the report options to choose the trial balance to ...
How do I add or reduce hours accrued for vacation or sick leave to an employee?
How do I add or reduce hours accrued for vacation or sick leave to an employee? Add or reduce leave hours. Use Enter Leave Time Adjustments to add or reduce the vacation, sick, personal, comp time, or any other leave hours for an employee. Adding or ...