How to Add and Deactivate G/L Accounts

Below are some steps to add & deactivate G/L Accounts in Aaniie.

Add G/L Account

1) Menu > Accounting > G/L Accounts

2) Click the paper and pencil icon

3) Fill in the Account Name and a Description of this account and click Save.  

Deactivating G/L Account

1) Menu > Accounting > G/L Accounts

2) Click the edit pencil under Actions on the account to be deactivated.

3) Check the Deactivate box and click Save.

• Related Articles

• PCC Receipt Auto Generation

  PointClickCare Receipt Auto Generation Tip Sheet Overview PointClickCare Receipt Auto Generation allows Aaniie to automatically create receipts when invoices are sent to PointClickCare. When enabled, the invoice balance is automatically reduced and a ...

• Shift Signatures

  This report is highly recommended to use for submitting to Long Term Care Insurance, or in any instance that they deem necessary to have both fees and completed tasks, without having to run an invoice. Within this report you can see client and staff ...

• Creating a Recurring Fee

  The following process will allow for an agency to set up a recurring fee that takes place either monthly, weekly, or daily depending on what they indicate. Step 1 Setting up Program, G/L Code and Charge Code: Prior to setting up the fee itself there ...

• Regenerating an Invoice After a Write-Off (Prior Billing Period)

  When This Is Needed If a write-off is applied after an invoice has already been generated, the invoice will not automatically update to reflect that write-off. This results in: Invoice PDF not showing the write-off Remaining balance that should be $0 ...

• Client Setup for Celero Payments

  Setting Up a Client for Celero Payments Tip Sheet Overview Before a client can make electronic payments through Celero, the agency must first have its Celero credentials configured within Aaniie. Once the agency setup is complete, each client who ...