Congruent Software Solutions  
Dynamics SL - General Ledger

Synopsis

This course provides you with an overview of how the General Ledger module integrates with other available Solomon IV modules. You will learn to enter a journal transaction and post to general ledger accounts, as well as the budgeting, allocating and closing functions of the General Ledger module. The Instructor also provides methods for troubleshooting input errors using the screens and reports in the General Ledger module.

At Course Completion

After completing this course, students will be able to:

  • To enter journal transactions to update general ledger accounts
     
  • To execute the posting process and view the results of the transactions in the general ledger accounts
     
  • To identify the appropriate use for the types of batches available for journal transactions
     
  • To define Ledgers to track budgets, statistical accounts and foreign currency accounting records for use in financial reporting
     
  • How to use appropriate general ledger processes to perform accounting cycle functions such as entering journal transactions, posting to general ledger accounts, closing the accounting period, budgeting and allocating account balances
     
  • How to use standard Solomon IV reports for financial analysis and verification of data entry
     
  • To identify transactions entered in related modules and their effect on the General Ledger account balances
     
  • How to troubleshoot and correct operator input errors including:
    • Incorrect period to post
    • Entries to incorrect accounts
    • Correcting batches from sub modules that impact the general ledger
       

 

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