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General Ledger Dimensions (GLDs) are customizable fields that Certify Administrators can add to expense reports or user profiles. These can help to better organize records or collect custom expense data for your company. This article shows you how to configure Expense Report General Ledger Dimensions.
On your account homepage, select the gear icon and then select General Ledger Dimensions.
Activating an Expense Report GLD
Step 1: Click the In Use checkbox and enter the GLD Label.
Step 2: Select the GLD Style from the dropdown menu provided. Dropdown menu options include:
List, Not Required - A dropdown list of elements available for selection; user is not required to enter this field
List, Required No Blank - A dropdown list of elements available for selection; user is required to select an element from this list; the field defaults to the first element alphabetically
List, Required With Blank - A dropdown list of elements available for selection; user is required to select an element from this list; the field defaults to a blank value
Search, No Required - User enters a word or phrase to search in the list provided; user is not required to enter this field
Search, Required - User enters a word or phrase to search in the list provided; user is required to enter this field
Step 3: Click Save at the bottom of the page.
Creating Expense Report GLD List
Step 1: Once a GLD has been activated, select View and Edit List.
Please Note: For more information on Dynamic Filtering or Filtering Relationships, click here.
Step 2: Select Create a New Record. To add multiple records, you may also use the Bulk Upload Tool.
Step 3: Enter the record Name. Enter the GLD Code, if applicable. Click Next to create the record.
Editing Expense Report GLD List
Step 1: Click View and Edit List.
Step 2: Enter the record Name or Code. Click Submit without entering any parameters to view a list of all records.
Step 3: Use the edit (pencil) icon to edit the record Name or Code. Use the red X to deactivate the record.
