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App. F - G/L Transaction Entry in CIM GOLD

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App. F - G/L Transaction Entry in CIM GOLD

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The General Ledger Transaction Entry screen allows you to enter transactions or journal entries to be posted to the General Ledger. The Transaction Entry screen can be customized to include only the fields needed when inputting journal entries. Files can also be uploaded to General Ledger through this function.

 

The Transaction Entry screen operates within CIM GOLD under the Financial Applications menu in the left tree navigation, as shown below.

 

tranentrytreenav

 

Features

If you are familiar with the FPS GOLD Accounting system, you may already know that you can post transactions in the General Ledger system in GOLDVision and in G/L GOLD. The ability to post G/L transactions in CIM GOLD helps your institution successfully track debits and credits in your General Ledger accounts.

 

The benefits of posting transactions in CIM GOLD include:

 

Fast processing

Pre-validation performed on local machine prior to sending to host computer for processing

Quick access to Chart of Accounts

Import files in several formats, including directly from Excel

Robust transaction filtering capabilities

Configurations stored in a common-access database

Security must be set up for all employees at your institution who will be using this screen. For more information on security, see Setting Up Security.

 

Content

 

See the following links for more information concerning the General Ledger Transaction Entry screen.

 

Control Group Entry

Posting G/L Transactions

Importing G/L Transactions

Manually Entering Transactions

Common Errors

Configurations

Customizing the Transaction Entry Screen

Chart of Accounts

Transaction Entry Screen Details

 

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