Atrieve Finance

General Ledger Addition, Change, Delete

The General Ledger Addition, Change And Delete options allow you to maintain a general ledger export profile.

GL Year

  • Enter the year of the general ledger records to be used (up to 4 characters).

Save Name

  • Enter the unique name to recall this profile (up to 30 characters).

Periodic Expenditures (All 13)

  • Enter 'Y ' if the export file is to include periodic expenditures.

Periodic Commitments (All 13)

  • Enter 'Y' if the export file is to include periodic commitments.

Periodic Budget (All 13) [Y/N <N>

  • Enter 'Y' if the export file is to include periodic budgets.

Full GL Description(S)

  • Enter 'Y' if the export file is to include the full description of each level of the GL from the dictionary.

Field To Change

  • Enter the number of the field to modify.

  • 2nd Screen

Export Selection Criteria

  • The process of selecting desired GL accounts and account ranges is identical to the report writer in atrieveFinance. Refer to documentation if unfamiliar with selection criteria.

Accept/Cancel

  • Enter 'C' to cancel the new profile.

  • Enter to accept.