How to Add a GL Tran Type - Refund

Modified on Mon, 19 Dec, 2022 at 12:40 PM


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

 

You will learn:

  • How to process of adding a new GL Tran Type 



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)



Click the Plus sign (+) in the upper right to add a new GL Tran Type. 



Use the Type drop down and select Refund. 




Fill in the description  and the debit will be the AR or the Liability account and the Credit will be the CASH account. 


click Add Type and the Refund GL Tran Type will be added to the system. 




Version 5.0 of iGov Services 

Last updated on: 5/11/2022

Updated by: TS









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