Chargebacks › How to Set up GL Accounts and Chargebacks

How to Set up GL Accounts and Chargebacks

Chargebacks assumes that transactions exist in the system for the associated investments.

Set up the following to work with chargebacks and GL accounts:

• Entities
• Departments
• Locations
• GL accounts
• Charge codes and input type codes

  See the Project Management User Guide for more information.

• Financial classes
• Financially enabled investments or services.

  See the Project Management User Guide for more information.

• Financially enabled team members of investments or services including any labor, equipment, material, and expense resources.

  See the Resource Management User Guide for more information.

• Users must be granted access rights to manage GL accounts and standard, credit, and overhead rules.
• Credit rules
• Standard or debit rules

More information:

Entities

Fiscal Time Periods for Entities