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

  For more information, see the Project Management User Guide.

• Financial classes
• Financially enabled investments or services.

  For more information, see the Project Management User Guide.

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

  For more information about managing resources, see the Resource Management User Guide.

• 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