Exporting for our general ledger
Posted: Tue May 24, 2016 5:12 pm
Hi all, I have a question regarding reporting for our general ledger. Currently we move revenue and payment information over from the practice analysis, and hand key in our gl codes into a spreadsheet to upload into our general ledger. I'm looking to simplify this process by putting the individual gl codes (16 characters long, x-xxxx-xxxx-xx-x) into my individual procedure/payment/adjustment list items for the company. I am told by our support rep that the best place to put the gl string would be the "account" field, but it will only take 5 characters.
My hope is to be able to build an export that has the same procedure/payment/adj info as the practice analysis, but also has our gl code in it so we can just upload it to our gl software.
Is there another field that would work better? Is there a way to build custom fields? Am I totally off base?
Any help would be great, thanks!
My hope is to be able to build an export that has the same procedure/payment/adj info as the practice analysis, but also has our gl code in it so we can just upload it to our gl software.
Is there another field that would work better? Is there a way to build custom fields? Am I totally off base?
Any help would be great, thanks!