Basics
Aturian, Portal, and PopUp Notes Explained
Item Types
▶️How to Manage Order Notes
Items, Variants, & SKUs Explained
Accounting Statuses Defined
Orders
📁Creating An Order
📁Orders List
📁Tracking & Follow-Up
Processing & Scheduling
▶️How To Manage In-House Decoration
▶️How To Complete Orders
▶️How to Manage Open Orders
▶️How To Upload Order Documents
▶️How To Manage Draft Orders
Customers
Suppliers
Inventory
▶️How To Complete A Miscellaneous Inventory Adjustment
▶️How To Create Invoices From Pick Tickets
▶️How To Manually Adjust Inventory
▶️How To Use Pick Tickets with Pick/Pack
▶️How To Create A Reference Item
▶️How To Set Up & Process Royalties
▶️How To Process A Return To Inventory
▶️How To Process Inventory Receipts & Post To The Receiving Journal
Invoicing
📁Creating PreBills
📁Creating Credit Memos
📁Managing Prebills
▶️How To Reverse Customer Invoices
▶️How to Create Invoices From a List
▶️How to Process Single Customer Invoices
▶️How To Pay With Credit Card in Aturian
Stale Invoices
▶️How To Audit Sales Journal & Transmit Invoices
▶️How To Adjust Customer Invoices
▶️How To Manually Adjust/Add Sales Tax
▶️How to Create Consolidated Invoices
A/R
📁Customer Payments-Receipts
📁Applying Payments
▶️How To Apply Credit Memos to Open Customer Invoices
▶️How To Apply An Existing Deposit Using Print Checks
▶️Credit Card & eCheck Payments
▶️How To Reallocate A Customer Payment
▶️How To Apply A Customer Deposit To An Invoice
▶️How To Automate A/R Collections
▶️How To Process A Customer Refund Check
▶️How To Move A Customer Deposit
▶️How To Process A Refund Check From Supplier
A/P
📁Supplier Deposits
📁Checks and Payments
▶️How to Apply An Existing Deposit Using Print Checks
▶️Paying Supplier Invoices by Credit Card
▶️Paying Suppliers/Vendors with Single Checks
▶️How To Void A Vendor Payment
▶️How To Process Vendor Payments Via ACH
📁Enter Supplier Invoices
▶️How To Create a Non-PO Vendor Invoice
How To Process A Single A/P Invoice for Multiple PO's
▶️How To Enter Supplier Invoices and Close The Purchasing Journal
📁Manage Supplier Invoices
📁Shipping File Upload
▶️How to Manage Supplier Credits
Accounting
📁Year End Processing
📁Sales & Commissions
Managing Commissions Payments
Splitting Commissions Amongst Multiple Salespeople
Commissions Profiles Explained
▶️How to Process Sales & Commissions for Payroll
📁Bank Reconciliation
▶️How to Reconcile AP Ledger and GL
▶️How To Close A Book Period
▶️How To Create Manual Journal Entries
Reports
▶️How To Navigate Miscellaneous Reports
▶️How To Navigate Invoicing Reports
▶️How To Navigate Inventory Reports
Administration
Import/Export
▶️How To Create Tax Routines
Email SMTP Setup by Department or by User
▶️How To Add A Warehouse
▶️ How to Create/Modify Templates and Branding
📁Avalara & Tax Mgmt
Table of Contents
- All Categories
- Accounting
- ▶️How to Reconcile AP Ledger and GL
▶️How to Reconcile AP Ledger and GL
Updated
by Matt Staff
💡 Tip!
Add this reconciliation of subsidiary A/P ledger with G/L to your month end processes.
1. Click on Reconcile A/P & G/L
In the main navigation menu, select the A/P module and click on "Reconcile A/P & G/L".
2. Select the Book Period
Select the book period.
3. Result
Aturian will provide a result of either "You are in balance" or "You are out of balance".
4. You Are Out of Balance
If you are out of balance, Aturian will provide a list of A/P entries that are impacting your balance. Click on the invoice number to drill down further.
💡 Tip!
More than likely, when the A/P invoice was processed, Aturian indicated there was a G/L error in which the item G/L does not match the total invoice G/L. This can be overridden with a "comment". However, this is not recommended. Best practice is to fix the G/L error-- that is, correct the variance at the item level.
5. G/L Difference
Once you discover the cause of the G/L difference, complete necessary adjusting entries to correct the difference and balance your accounts.