General Ledger

The General Ledger module in Iptor IP1 handles multi-company, multi-currency transactions. A linked, hierarchical sub-account structure permits both overview and detailed analysis. Travel expenses, for example, can be viewed at the company or department level, or per individual employee. Different departments can be provided with separate account structures to simplify data input and aid in performance analysis. Each section of the General Ledger Account has its own maintenance routine. Prior to creating these sections (Profit Centre, Major Account and Minor Account), other Control Files or parameters may need to be set up. [Read more…]

GL journals Work with GL journals

Import GL journals

Maintenance – accounts GL Profit centre maintenance

GL minor account maintenance

GL major account maintenance

GL account by profit centre

GL account maintenance

GL account rename

Maintenance – other GL budget pro-rata file maintenance

GL budget file maintenance

Generate GL budget

GL appropriation account maintenance

Purge GL budget

Bank reconciliation Bank reconciliation process
Report writer Report writer process
Indirect expense allocation The indirect expense allocation allows the allocation of shared service expenses. The allocation formulation is based on the following.

  • Selection of a range of G/L accounts
  • Entry of journals particulars or narration as a description
  • Nomination of a journal type
  • Nomination of a reversal accounts (wildcard capable)
  • Nomination of target accounts (wildcard capable)
  • Multi-level Profit Centre Processing

An extra processing step (via GLO305) is required for general ledger interface.

GL interface GL interface process
Stock obsolescence Stock obsolescence process
Deferred revenue Deferred revenue process
Estimated future returns Estimated future returns process
Unrealised profit/loss Intra-company unrealised profit/loss

GL P&L Definition Maintenance

GL P&L Create Export File

GL P&L Generate Unrealised Profit

P&L Create GL Journal

Period end processing
End of period processes can be run by a region e.g. (group of  companies in APAC region) or a single company. See Regional Period Close SOP for additional information.

Import & export options This General ledger Import/Export option allows the users to upload and download financial files to and from excel spreadsheets. It can be used to:

  1. Download the G/L Trial Balance to Excel
  2. Create a journal in CSV format using Excel
  3. Upload a PC journal file to the G/L
  4. Download the G/L Budgets to Excel
  5. Create a Budget in CSV format using Excel
  6. Upload PC Budgets to G/L

Export GL Trial Balance