How to add a GL Tran Type - Write Off

In this Knowledgebase (KB) Article it will walk you through the process of Adding a Write Off GL Tran Type within iGov Services. 

You will learn:

First you will need to be logged into iGov Services

On the black navigation bar to the left

In iGov Services, navigate to:

Settings→ Balancing Exceptions → GL Tran Types

(If you do not see this menu item, please contact your administrator to provide the appropriate rights)

To create a new GL Tran Type click the plus sign (+) in the upper right corner

of the screen. 

The above image shows that you can add as many GL Tran Types and you have scenarios. 

Note: the Debit is normally a cash account for your General Ledger (Accounting Software) and the Credit is normally an AR or Liability account. 

Using the drop down select the desired GL Tran Type. In this cases we will be choosing Write Off.

Fill in the description and then the Debit and Credit fields. When you have filled in all of the fields click the Add Type button. 

Version 5.0 of iGov Services 

Last updated on: 5/11/2022

Updated by: TS