Clarity integrates with several accounting/financials systems. In this article, we will go over how to set up your general ledger within Clarity. If you are using a system that we do not currently integrate with, please contact us! It is possible that it is listed under a different name, or it is compatible with our standard export interface. We also welcome new integrations to be built! 

Pre-Requisites

• Know what financials system you are using & confirmed with Paymate that Clarity is integrated with it 
• Know your chart of accounts / general ledger accounts 
• Have posted at least one payroll 

Setting Up Your General Ledger Accounts 

1. In Clarity, navigate to Setup > General Ledger Settings > G/L Accounts > 'List' tab. 
2. Double-click on the department that you want to add general ledger accounts for. You will automatically be redirected to the department's 'GL Accounts' tab. 
3. Enter the correct account numbers into the corresponding "Debit Account Number" and "Credit Account Number" columns. 
4. Click the checkmark icon to save your changes. 
5. Repeat steps 2 through 4 for each department that you have a general ledger account for. 

Selecting Your Default General Ledger Interface 

1. In Clarity, navigate to Setup > Preferences > 'Interfaces' tab. 
2. In the General Ledger Settings section, select your "Default Export Interface" from the dropdown field. 
3. You can also optionally checkmark any of the other checkboxes: "Use code finder", "My GL accounts are same for all department(s)", "Use GL accrual method", "Always show units in cost allocation". 
4. Click the checkmark icon at the top-right corner of the window to save your changes.

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Exporting Your General Ledger Entries 

Note: You will only be able to export your general ledger entries if you have posted the payroll and committed it to history!

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