For businesses that rely on GL codes for ease of reporting and tracking transactions by key categories, Kangarootime offers the GL Management feature. The feature ensures GL codes are easily configured and 

applied throughout the system. This article provides the steps needed to configure and apply GL codes 

across Kangarootime.


How to Configure GL Codes


  1. Click Billing from the left-hand navigation menu
  2. Click Settings
  3. Click GL CODES
  4. Select + Add GL Code, complete the required fields
    • Please note that GL Codes can be associated to one type or many type. For example, a GL Code used for overpayment could be associated to the reason type and custom type. 
    • GL Codes once entered can be edited in name and code, but the type will not be available to edit.
    • The type definitions are below:
    • Fee, tuition
    • Discount, discounts
    • Agency, third party payments from Agencies and Subsidy providers
    • Payment Surcharge, CC and ACH processing fees
    • System Transaction, default transactions available in Kangarootime
    • Reason Transaction Type, adjustments
    • Customer Transaction Type, business or center specific transactions created by a user
  5. Click Save
  6. Select GL Code Assignments
  7. Select the GL category e.g. Fee, Discount, Agency, etc. 
  8. Toggle Unlinked Only to Yes (This displays all transactions within a category that have not been assigned a GL code)
  9. Check the box of the transaction to assign a GL code to
  10. Select the code from the drop-down menu in the top right corner
  11. Click Apply GL Code
  12. Click GL Code Settings
  13. Toggle settings to Yes to ensure GL codes are stamped to reports and make GL codes mandatory                         in all categories 



Please contact helpdesk@kangarootime.com with any questions.