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
- In Clarity, navigate to Setup > General Ledger Settings > G/L Accounts > 'List' tab.
- 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.
- Enter the correct account numbers into the corresponding "Debit Account Number" and "Credit Account Number" columns.
- Click the checkmark icon to save your changes.
- Repeat steps 2 through 4 for each department that you have a general ledger account for.
Selecting Your Default General Ledger Interface
- In Clarity, navigate to Setup > Preferences > 'Interfaces' tab.
- In the General Ledger Settings section, select your "Default Export Interface" from the dropdown field.
- 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".
- Click the checkmark icon at the top-right corner of the window to save your changes.
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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