To ensure accurate and consistent financial reporting, especially when integrating with your accounting software (such as QuickBooks), you'll want to define your default General Ledger (GL) codes and adjustment categories.
These settings directly impact how data appears in the Accounting Ledger Report, enabling a streamlined reconciliation process and a clean audit trail for your finance team.
Step 1
Log into webCemeteries Management.
Step 2
If you are not a cemetery administrator, reach out to your cemetery administrator or contact support@webcemeteries.com
Step 3
Click the Settings icon at the bottom of the left-hand menu.
Step 4
Under "Sales", select "Accounting".
In the "GL Codes" tab, you can enter the default GL code for:
- Accounts Receivable - To track money owed in a Contract.
- Cash - To track payments that have been made towards a Contract.
- Interest - To track interest not accrued if a Contract is paid off early.
Select the one you'd like to edit the GL Code mapping for, and enter the GL code:
The "Adjustments" tab can be used to create customizable Adjustment GL Codes.
Tip
It's recommended to create adjustments for cancelled contracts, and credit payments.
To add an adjustment, select the orange "+" button on the top right corner, and enter the Description and GL Code, or, select an existing one to edit it:
