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| Field Name | Description | ||
|---|---|---|---|
| BusinessUnitID | Unique numerical ID for business unit. | ||
| Description | Description of business unit. | ||
| GLPrefix | Text added to the beginning of a line item's GL Code during the export of invoices. Used to differentiate accounts in an accounting package. Example: If an item is set to a GL Code of 'Sales', and the customer is set to a Business Unit with a GLPrefix of 'PHX-', the line item's GL Code would be exported as 'PHX-Sales'. | ||
| GLSuffix | Text added to end of a line item's GL Code during the export of the invoices. Used to differentiate accounts in an accounting package. Example: If an item is set to a GL Code of 'Sales', and the customer is set to a Business Unit with a GLSuffix of '-TUC', the line item's GL Code would be exported as 'Sales-TUC'. | ||
| ARAccount | Name of the Accounts Receivable account in the accounting package used to import invoice data. | ||
| GLClassPrefix | Text added to the beginning of a line item's classification during the export of invoice data. Used to classify revenue in an accounting package.
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| GLClassSuffix | Text added to the end of the item's classification during the export of invoice data. Used to classify revenue in an accounting package.
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How to Add a Business Unit
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How to Edit a Business Unit
- Go to Maintenance > Business Units.
Edit the field(s) you would like to edit.
- Click the save icon
in the toolbar.
How to Delete a Business Unit
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- Go to Maintenance > Business Units.
- Select the business unit you would like to delete by clicking on the grey box to the left of the BusinessUnitID column, the row will be highlighted blue.
- Click the delete icon
in the toolbar or press the delete button. - Click the save icon in the toolbar.
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