Maintenance

This section covers maintenance of Cost Centres, Detail Codes, Classification Codes, and Ledger Codes.

These can be accessed by selecting the General Ledger option on the Financials menu:

Then the GL Maintenance menu option:

The following menu options will be displayed:

The following options are further detailed in this Guide:

• GL Cost Centre: Select this option to maintain Cost Centre codes and is further detailed in the Cost Centre Maintenance section.
• GL Detail: Select this option to maintain Detail codes and is further detailed in the Detail Code Maintenance section.
• GL Classification: Select this option to maintain Classification codes and is further detailed in the Classification Code Maintenance section.
• GL Publisher: Selecting this option will allow you to create and maintain Bundles of FinancialsLIVE Reports, for example Month End or Year End Reports, and keep them at a particular location using Civica's Bundling software.  This option is further detailed in the Publisher section.
• GL Ledger Code Maintenance: Select this option to maintain Ledger Codes and is further detailed in the Ledger Code Maintenance section.

Please note: Privacy Groups can be added to Users and contain Cost Centres that they need access to.  Select the GL Privacy Group option to maintain these Groups.  As these are required for Users, this option is further detailed in the User Maintenance How to Guide.