Understanding GL and Accounting Codes in Civic Review
Accounting codes are a useful tool when tracking license and permitting fees. You can apply these codes to individual fees or to all fees associated with a permit, providing a clear way to track and reconcile payments.
How to Add Accounting Codes to an Individual Fee:
This method is ideal for tracking specific fees or fee types.
Select the Permit: From your dashboard, choose the permit you want to update.
Go to the Fees Section: Click on the "Fees" button located in the top-right corner of the permit page.
Choose Fee Details: Select the appropriate fee classification and fee type.
Select the Specific Fee: Click on the individual fee you want to add a code to.
Enable Individual Code: Check the box that says "Use an individual accounting code for this fee."
Add the Code: Enter the accounting code in the provided box and click "Save."
How to Add an Accounting Code to All Fees
This method applies a single accounting code to every fee on the permit.
Select the Permit: Choose the permit you want to add the code to.
Scroll to the Permit Overview: Go to the main "Permit Overview" page.
Locate the "Accounting Code" Box: Scroll to the bottom of the page to find the "Accounting code" field.
Enter the Code: Type your accounting code into the box.
Save: Click "Save" to apply the code to all fees on the permit.