The GL Sales Settings page allows you to configure GL Sales module settings. Only users with the proper permissions have access to the GL Sales Settings page. The following settings can be configured by selecting EDIT at the top left corner of the GL Sales Settings page. 

  • Require Sales Journal Notes when Posting - If this setting is selected, users must enter a note in the ‘Posting Notes’ field in order to post a Sales Journal.
  • Disallow Posting for X days - This setting determines how soon a Sales Journal can be posted. For example, if this is set to “5”, a Sales Journal cannot be posted for a location/date until five days have passed since the data was polled for that location/date.
  • Fill Journal Entry Line Item comment with JE note - If this is set to “Yes”, a note that is entered into the ‘Notes’ field on the GL Journal Entries page will automatically populate the ‘Post Comment’ field each time a new line item is added to the Journal Entry Details page.
  • Enable Autobalance & Post - If this is set to “Yes”, users will be able to post Sales Journals that are not balanced. Instead of selecting POST, the user will select BALANCE & POST. The dollar amount that is causing a Sales Journal to be out of balance will automatically be added to the , users will be able to post Sales Journals that are not balanced. Instead of selecting POST, the user will select BALANCE & POST. The dollar amount that is causing a Sales Journal to be out of balance will automatically be added to the “Over/Short” sales type when BALANCE & POST is selected. This will automatically balance the Sales Journal.
  • Users cannot delete postings - If this is set to “Yes”, users will not be able to delete Sales Journals that have been posted.