Chart of Accounts: GL Function Categories

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What is a GL Function Category?

A function category is a "tag" that can be used to group a set of function codes together. In order to be used, function categories must be linked to a function code, and will automatically populate on a GL Master Record when a function code is added to it. The function category cannot be manually updated on a GL Master Record.

Navigating to the GL Function Category List

  1. From the Launchpad, navigate to the System Homepage
  2. Under the "View Configuration" column, click on GL Function Category

Adding a New GL Function Category

  1. From the Launchpad, navigate to the System Homepage
  2. Under the "Change Configuration" column, click on "Add a GL Function Category"
  3. Fill in the following fields:
    1. Description
  4. Once complete, click Update

Adding a GL Function Category to a GL Function Code

  1. From the Launchpad, navigate to the System Homepage
  2. Under the "View Configuration" column, click on GL Function Code
  3. From the query results, the GL Function Category can be updated. A GL Function Category can also be updated within a function code record by clicking on the ID link.