How To Setup and Install General Ledger

GL Setup Steps	Description	Help Manual	Tutorial Video	Templates / Docs
1) Create The Account Structure and Account Groups	The account Structure setup defines the format of the chart of accounts. iRely is initially installed with a base chart of accounts. The recommended account structure is 4 Primary and 2 Profit Center: Ex: XXXX-XX or 4856-01 (Primary -Profit Center). iRely recommends using the base chart of accounts installed with the software.	1) Account Structure Help 2) Account Groups and Subgroups	1) Account Structure Tutorial 2) How To Add Account Groups and Subgroups
2) Segment - Primary (Import)	The Primary account is the account number used to identify each account.	1) How To Add Segment Accounts 2) How To Import Primary Accounts to an Existing Template	How To Add Segment Accounts	Chart of Accounts Template
3) Segment - Profit Center		Segment Help	Segment Tutorial
4) Build Accounts		Build Accounts Help	Build Accounts Tutorial
5) Create Fiscal Year		Create Fiscal Year Create Fiscal Year Periods	Create Fiscal Year and Periods
6) Import Beginning Balances or Create Manual Entries		Template: Import GL from CSV Template How To Import GL from CSV	Import GL from CSV Tutorial
7) FRD

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