General Ledger & Accounting

Before you start

• Sign in to the correct company.
• Confirm your role and company subscription allow this module.
• Complete required master data in connected source modules before starting a transaction.
• Use demo or authorized data while learning.

Workspace map

1. Maintain the chart of accounts

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Create controlled journal entries

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Inspect account ledgers and export data

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Run financial statements and dashboards

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Review finance audit events

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Navigate to source collections, purchasing, and employee records

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

7. Support fiscal-year close controls

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

1. Maintain the chart of accounts
2. Create controlled journal entries
3. Inspect account ledgers and export data
4. Run financial statements and dashboards
5. Review finance audit events
6. Navigate to source collections, purchasing, and employee records
7. Support fiscal-year close controls

Related procedural guides

Troubleshooting

• If an action is not visible, check role, permission, record status, and plan entitlement.
• If data is missing, correct the source module and refresh this workspace.
• Read the validation message before retrying; an approval or configuration step may be required.
• Do not bypass protected correction or reversal by creating a duplicate record.