Using the General Ledger Transfer

(Need a summary)

1. Go to Accounting. Then select Activities and General Ledger Transfer.
   
2. In the Document Overview section, enter a document description. Additional text in the Explanation box is optional:
   
3. Look up the Accounting Lines for the transaction(s) that you want to move. You can either enter an account number and object code combination and /or a document number. Click search.
   
4. Transactions that have already been moved can't be selected. These will show a GLT Document Number. Results will show all matching general ledger entries:
   
5. Select the transaction(s) you would like to move. Then click Return Selected.
6. This will populate the FROM side of the Accounting Lines:
   
   1. Click on the Scale icon to perform a balance inquiry for this Accounting Line.
   2. Click on the Refresh icon to refresh the Accounting Line.
   3. Click on the Copy icon to copy the line to the TO side of the Accounting Lines.
   4. Click on the Delete icon to delete the Accounting Line.
7. Click COPY ALL to copy all FROM lines into the TO Accounting Line:
   
   1. Click on the Split Accounting Lines icon to split the TO Accounting Line into two lines:
      
   2. You can add additional lines by clicking on the icon again:
      
8. Next, adjust the accounting line attributes, such as Account, Sub-Account, Object, Amount, etc.

Copy Down

To copy a change to all accounting lines below it, click on the Copy Down icon
You will be prompted to select which attributes you would like to be copied down: