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

  Receipts will automatically post in Smartcare towards the invoice balance when the PointClickCare send action is clicked. Steps: Navigate to the Site Settings and find your agency's PointClickCare Settings. Toggle to automatically generate receipts ...

• 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 ...

• Bulk Invoicing

  When invoicing multiple clients at once, bulk invoicing can increase productivity by reducing the time needed to process invoices. To get started, please download our Tip Sheets here. You will learn: How to set up bulk invoicing How to set up credit ...

• Client Setup for Celero Payments

  See the attached Tip Sheet for how to set up a client to make Celero Payments