Corporate GL Dashboard Admin

GL Administration: Corporate GL Dashboard Admin

You can set up the Corporate GL Dashboard for your organization from the Administration area. Click on the Corporate GL Dashboard Admin option from the Left hand menu in the Administration page.

The Corporate GL Dashboard Admin page is displayed.

GL Administration: Adding Accounts to the Corporate GL Dashboard

To add accounts, select a GL Class from the Accounts Available dropdown. When a class is selected, the accounts belonging to the class are listed in the Accounts Available scrollbox.

Select one or more Accounts from the scrollbox, and then click on the Left Arrow. The selected Accounts are added to the All Accounts Selected scrollbox on the left.

Once you are done with adding accounts for the Corporate GL Dashboard, click on the:

Submit icon to save it, or
Cancel icon to discard your

RAPID displays a message stating "Record Updated".

Note: Please note that no more than 20 accounts can be added to the Corporate GL Dash- board. If you select more than 20 accounts for inclusion, RAPID simply adds up to 20, and ignores any remaining selections.

Note: Also note that any changes you see on the screen are not finalized till you Submit them.

GL Administration: Removing Accounts from the Corporate GL Dashboard

To remove accounts, select a GL Class from the Accounts Available dropdown. When a class is selected, the accounts belonging to the class are listed in the Accounts Available scrollbox.

Select one or more Accounts from the All Accounts Selected scrollbox, and then click on the

Right Arrow.

The selected Accounts are added to the Accounts Available scrollbox on the right.

Once you are done with removing accounts for the Corporate GL Dashboard, click on the:

Submit icon to save it, or
Cancel icon to discard your

RAPID displays a message stating "Record Updated".

Note: Please note that any changes you see on the screen are not finalized till you Submit them.