Content Comparison

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1. Go to System and click Administration.
2. In the entity tree, click on the entity that you wish to add an entity below. E.g. click on ADRA South Pacific to add ADRA Samoa.
3. Click on the Add Entity button.
4. Complete all the fields, then click Save.
   1. Type - selecting the entity type determines the default chart of accounts that ledgers for this entity will have.

      
      

      Warning
      Ensure that the right type is chosen as this setting should not be changed once entries have been processed in the ledger/s.

The entity has now been created and you will be able to see the chart of accounts it has.

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1. Go to System > Administration.
2. Click on the Users button.
3. Click Add User.
4. In the Name field, search for the users name. Note that users must be already set up in Active Directory for them to appear on this list. If you cannot find them there, please contact the applicable Service Desk (TPUM for TPUM users, PNGUM for PNG users).
5. Complete the following fields/selections:
   1. Default Time Zone
   2. COA Administrator - ticking this box allows the user to modify the global chart of accounts for specific entities. Only users approved by the entity CFO and Adventist Technology should have the COA Administrator box ticked.
   3. Role - roles can be chosen at the entity level, which would give the chosen level of access to all ledgers below it. Alternatively, the role can be chosen at the Ledger level if different access is required for different ledgers. For an explanation of roles, see 15728706see Roles and functions available in GL2
6. Click Save when complete.
7. Repeat steps 3 - 6 to create more users.

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Note: this step assumes that no changes to the global chart of accounts are required. See XX section for Chart of accounts - overview for further information on the global chart of accounts for GL2.

Activate required accounts

1. Go to System > Administration.
2. Select the relevant ledger.
3. Tick the Show Inactive Accounts box to display the inactive accounts.
4. Select the first account to be made active, and un-tick the Prohibit Posting box.
5. Select the appropriate period in the Allow Posting from field.
6. Other changes can be made now if required, or they can be done in Excel as part of entering the opening balanceslater steps.
7. Click Update. 
8. Repeat steps 3-6 7 for relevant accounts.

Create sub-accounts

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