Selecting General Ledger Integration Options for Accounts Receivable

If you use Sage 300 General Ledger, Accounts Receivable creates batches of general ledger transactions in General Ledger and displays and validates General Ledger account numbers in Accounts Receivable. You can change options that control how Accounts Receivable integrates with General Ledger.

  • Make sure no one else is using Accounts Receivable. You can update some information while others are using Accounts Receivable (such as the receivables department phone number and contact person), but most options can be changed only if no one else is using the system.
  • Become familiar with the G/L integration options you want to change. For more information, see A/R G/L Integration Screen.

To change G/L integration options:

  1. Open Accounts Receivable > A/R Setup >  G/L Integration.

  2. On the Integration tab, change options that determine how and when to process general ledger batches.
  3. On the Transactions tab, change the information that is included with general ledger transactions. For more information, see Assigning Information to G/L Transaction Fields.
  4. Click Save, and then click Close.