Configuring Financial Categories
This course is designed to demonstrate how to configure financial categories within the Visual Lease platform. By the end of this course, learners will be able to setup financial categories to capture payables and receivables as well as journal entries your company wants to track on your lease and project records.
- Lectures 1
- Quizzes 1
- Duration 17:19
- Students 0
- Assessments Yes
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Welcome to Training with Visual Lease. This course is designed to provide you with an understanding of how to configure financial categories, which impact how you capture transaction and journal entry details and export them through Visual Lease and the Visual Lease Accounting Feed.
By the end of the session, you’ll know how to set up financial categories to capture relevant payables and receivables as well as journal entries your company wants to track on your lease and project records.
Let’s get started. Throughout this course, I will toggle between:
The lease record screen which will display the current financial category configuration as it appears on a lease record, and…
The Visual Lease administrator tool, which is where you can change the configuration to meet your needs.
Keep in mind, only Administrator users can access the Administrator tool, and therefore they are the only ones that can change the configuration of financial categories. So if you want to change them based on what you see, feel free to reach out to them!