How to view the Service ID details,

1. Go to the Expense Management module.

2. Click on Operations.

3. Select Accounts Manager.

4. Click on the spyglass under the Edit column to view the account record details.

5. Click on the Service ID tab.

Open

How can I map my Service IDs to GL Codes?

In order to assign GL Codes to the subaccounts, you need to make sure the Cost Allocation Strategy for the account is set to Line.

1. Go to the Expense Management module.

2. Click on Operations.

3. Select Accounts Manager.

4. Click on the spyglass under the Edit column to view the account record details.

5. While in the Overview tab, find the Cost Allocation Strategy drop-down

6. Select Line.

7. Click Save.

Now that the account is set to allocate lines, you can return back to the Service ID tab. You’ll see a green plus icon under the Map column.

Open

1. Click on the green plus icon for the service ID record.

2. Assign the GL codes and click Add.

3. Click Save.

4. Continue this process for each Service ID.