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How to Set Up the GL Structure

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Payroll>>Maintenance>>General Ledger>>GL Structure

GL Structure

The first step in setting up the GL Accounting Interface is to define the segments of your account code. You must enter the segment numbers, the length of each segment, to what entity in HRplus Everywhere the segment refers and a default value for the segment.

Define Each Segment of the GL Structure

Company: Select the company.

Segment No: The unique user-defined Segment No e.g. 1, 2,3 etc.

Segment Name: Enter the Segment Name of the account e.g. Sub-Account, Profit Centre etc.

Segment Length: The user-defined Segment Length. This must be a value between 1 and 20 inclusive.

Segment Reference: Select from the drop-down list the Segment Reference i.e. User Defined. This is discussed in the Reference linkages in the next section.

Segment Delimiter: Enter the Segment Delimiter (if any).

Default Value: The Default Value of the segment e.g. 00, 01 etc. Please note that this must correspond to the length of the segment.

Example

Suppose the structure of your account is as follows:-

The first two digits indicate the type of account, as follows:-

80         Expenses

10         Receivable

15         Payable

The second pair of digits represents the Company (first level in the Organization Structure):-

10         CONSOLIDATED MANUFACTURERS

20         DATA SERVICES LIMITED

The next four digits is the main account, which is determined by the type of earning or deduction:-

5910      COMMISSION

6020      SALARIES

6025      CASUAL LABOUR/OVERTIME

6030      SEVERANCE PAY EXPENSE

6040      MEDICAL

6050      NIS EXPENSE

6060      BONUS

6070      ENTERTAINMENT ALLOWANCE

6080      TRAVEL ALLOWANCE

The last two digits represent the department (3rd level in the Organization Structure):-

31          HUMAN RESOURCES

32          SERVICE CENTRE

41          PROJECT OFFICE

42         QUALITY ASSURANCE

51          WHOLESALE

53         ACCOUNTS PAYABLE  

54         CHEQUE STAFF

60         ENGINEERING

61         COMMERCIAL EQUIPMENT

90        CORPORATE

In this example, the account code is 10 digits long, and is made up of four segments. The values that should be entered in the GL Account Structure window are as follows:

Segment#     Name               Length of Segment         Segment Reference          Default

1                Account Type                2                           User Defined                         80

2               Company                       2                           Organization Level 1             00

3               Main Account               4                            Account Code                       0000

4               Department                  2                            Organization Level 3            00

The Segment Reference linkages will be discussed in the Linking Account Segments to Entities in HRplus Everywhere section. 80 (Expenses) has been used as the default for the Account Type segment since most payments in a payroll system are Expenses.

View All Segments of the GL Structure

Enter Account Segment Numbers

Next enter the GL Account Codes for each segment into the Account Segment Code field in How to enter a new Organisation Entity? (Company, Division, Department, Section names).

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