Learn how to assign a property, as well as a general ledger account, to a Bank Account.

Learn how to assign report designations to GL Accounts

Learn how to Assign Transaction Codes via CSV

Creating and editing General Ledger (GL) Bank Accounts involves accessing the accounting or ledger module to define a new bank account record or modify existing details such as the account name, number, associated bank, and its corresponding GL code for accurate financial mapping and reconciliation.

This article introduces how to upload a New Chart of Accounts in ExactEstate

Viewing historical General Ledger (GL) batches involves accessing the accounting module to search and review archived, fully processed financial transaction summaries (batches) to verify prior posting periods and reconcile the system's financial activity.