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Step 6 - Set up the statements and interest features

1. Interest - How are interest calculations set up?

2. Statements - How do I set which accounts will have statements produced?

Step 7 - Import budgets

Follow these steps - How do I import a budget?

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1. Go to System and click Users.

2. To add a new user, click Add User.

3. 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.

4. 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 entity types that the user has access to. Only users approved by the entity CFO should have COA Administrator 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 What functions can be accessed by each role in GL2?

5. Click Save when complete.

6. Repeat steps 3 - 6 to create more users.

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