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Configuring GL Company Parameters

GL Company Parameters controls base options for the general ledger: audit tracking, how far ahead users can open months, and batch report attachments.

Before you start​

  • A company already exists in HQ Company Setup. You must configure HQ before GL.
  • You have permission to change GL company settings.

Steps​

  1. Open GL Company Parameters.
  2. Enable audit options so you can research changes later.
  3. Set maximum number of open months. Use a high value (for example 99) in test environments so testers are not blocked. In live/production, keep the value low so users cannot open batches far into the future. Locked live vs test defaults for implementations are on the GL Company Parameters Tracker page.
  4. Check Attached batch reports if you want posted-batch contents available for research.

Notes​

  • Gotcha: A high open-months value in production lets users create future-dated batches that disrupt period control. Keep this setting low in live environments. Implementation lock values live on the Tracker page, not here.

Tips​

  • Review max open months as part of your annual close checklist.