Set up the general ledger

Modified on Wed, 18 Feb at 1:50 AM

Introduction

Before you can start using Zunia's fees and billing features, you need to set up your general ledger. 

General ledger settings enable finance admins to configure a financial entity to manage a school's specific needs.

To set up the general ledger for your school, you need to complete the following tasks: 

  1. Set up the batch including reporting dates and minimum amounts for taxable transactions. 
  2. Add and edit the general ledger years
  3. Set up tax reporting codes 
  4. Set up account classifications 
  5. Set up account headings 
  6. Set up element types 
  7. Set up element groups 
  8. Set up general ledger control 
  9. Set up general ledger export

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