Core Financial Modules

[mystyide]

I can't seem to find much info on the setup of the GL -

I need to change the account numbers (got that) however have come across the "groups" - can I unassign the accounts in a group and reassign them to a new group??

Also, how can I make a sub account  i.e. postage as a part of office supplies and only have the "office supplies" appear on the financials??

And, I see that there is/are lists for the second 3 digits in the account number - how do you access this list  to add, change or delete from it??

Lastly (for now), there are 2 companies set up - I printed the COA and it appears that both companies use the same accounts - how does the program know which account belongs to which company - I could not find anything that tells them apart and the second 3 digits (I assume for department) do not have any order! 

I know this is a lot  - thank you in advance for any help - or if you know of a good tutorial on this subject  . . .

[ebjelovs]

Dear mystyide,

Sorry to respond to your series of questions with one of my own, but, in order to help you with most of these questions, others on the forum will need to know what version of Sage ERP MAS 90 or 200 you are working on.  There are differences in the GL between 3.7x and 4.x that will impact the answers.  So, will you provide that so the forum members can help you? Thanks.

[mystyide]

Sorry about that . . they are running Mas 90 v 4.10.1.7

Thanks!

Judi

[rmikolainis]

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mystyide wrote:

I can't seem to find much info on the setup of the GL -

I need to change the account numbers (got that) however have come across the "groups" - can I unassign the accounts in a group and reassign them to a new group??

Also, how can I make a sub account  i.e. postage as a part of office supplies and only have the "office supplies" appear on the financials??

And, I see that there is/are lists for the second 3 digits in the account number - how do you access this list  to add, change or delete from it??

Lastly (for now), there are 2 companies set up - I printed the COA and it appears that both companies use the same accounts - how does the program know which account belongs to which company - I could not find anything that tells them apart and the second 3 digits (I assume for department) do not have any order! 

I know this is a lot  - thank you in advance for any help - or if you know of a good tutorial on this subject  . . .

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I would SERIOUSLY consider contacting your SAGE reseller and ask them to spend an hour or 2 to do some training with you.

This would be money very well spent!