General Ledger

General Ledger is comprised of the following areas:

To access the General Ledger area, follow the steps below.

To access the General Ledger area from the Home screen, do one of the following:

Click General Ledger on the navigation panel.
Click Areas > General Ledger on the menubar.
Click the down arrow next to Home on the options bar and select General Ledger.

To access the General Ledger from another area of the program, do one of the following:

Click Home > General Ledger on the menubar.
Click the down arrow next to Home on the options bar and select General Ledger.

The screen is comprised of the following sections:

Menubar
1. - File
  - - New
    - Receipt
      
      Disbursement
      
      Voucher
      
      Journal Entry
      
      Reconciliation
      
      Premium Payable
      
      Direct Bill Commissions
      
      Pr/Br Payables
      
      Government Payables
      
      Bank
      
      Budget
      
      GL Budget
      
      Imports
      
      Direct Bill Transaction
      
      Receipt
      
      Reconciliations
      
      Export
      
      Activity
      
      Sticky Note
    - Print
    - Barcode
    - Exit
  - Edit
  - - Undo
    - Cut
    - Copy
    - Paste
    - Delete
    - Select All
    - Desired
    - Required
  - Areas
  - - General Ledger Home
    - Receipts
    - Disbursements
    - Vouchers
    - Journal Entries
    - Reconciliations
    - Premium Payable
      
      Direct Bill Commissions
      
      Pr/Br Payables
      
      Government Payables
      
      Bank
    - Budgets
    - GL Budgeting
    - Import
    - Export
    - Activities
  - Home
  - - Accounts
    - General Ledger
    - Reports/Marketing
    - Procedures
    - Configure
    - Utilities
    - Email
  - Locate (Each open account displays in this menu.)
  - Actions
  - - Transfer of Funds
  - On Demand
  - - Default/Recurring Entries
    - General Ledger Register
    - Status of Accounts
  - Access
  - - Notifications
  - Links
  - myEpic
  - SMS
  - Help
  - - Applied Epic Help
    - Applied KnowledgeBase
    - Applied Epic Release Notes
    - Online Chat / Log a Case
    - About Applied Epic 2023
Options Bar
1. - Home
  - Locate (Each open account appears in this menu.)
  - Actions
  - - Transfer of Funds
  - On Demand
  - Access
  - - Notifications
  - Links
  - myEpic
  - SMS
  - New
  - - Receipt
    - Disbursement
    - Voucher
    - Journal Entry
    - Reconciliation
    - Premium Payable
      
      Direct Bill Commissions
      
      Pr/Br Payables
      
      Government Payables
      
      Bank
    - Budget
    - GL Budget
    - Import
    - Direct Bill Transaction
      
      Receipt
      
      Reconciliations
    - Export
    - Activity
    - Sticky Note
  - Print
  - - Barcode
  - Save
  - Undo
Navigation Panel
The navigation panel is on the left side of the screen.

The navigation panel consists of the following buttons.