Account Balance Filter

Chose which GL account balances to display

Deciding whether or not to Show Account Balances is an institution choice, as should be the determination of which specific accounts should contain the option. For certain accounts (i.e. Fund balances, cash accounts), showing the balance information makes sense. However, since other accounts in the general ledger do not track balances, institutions can create a filter for only displaying the balances for certain accounts on file.

Account Balance Filter

Where Can I Find This?

Locate the System Settings on the General tab under Admin > Settings.

 

Note: System configuration settings are specific to each institution, and so each implementation will contain documentation within its instance of Clarity containing the details about how Clarity has been deployed.