How can GL Accounts and Descriptions be changed?
Only users with Administrator or Accounting Administrator roles can change GL Accounts and Descriptions by navigating to Administration - GL Accounts, using the Edit option to modify existing entries, or adding new accounts by selecting Account Type, entering Description and Account Number, and saving the changes.
Only users with the role of Administrator or Accounting Administrator can make changes to GL Accounts and Descriptions.
Steps to Change GL Accounts and Descriptions
- 1.Navigate to Administration - GL Accounts.
- 2.Click Edit to change the description and account number.
- 3.To add additional GL Accounts:
- Click Add.
- Select the Account Type.
- Enter the Description and Account Number.
- Click Save.
Related
Missing QuickStart Category Error when Connecting with Sage Intacct
Before connecting Sage Intacct to Crunchafi Data Extraction, ensure that every General Ledger account in Sage Intacct's Chart of Accounts has a QuickStart Category assigned by navigating to General Ledger > General Ledger Accounts > All, selecting QuickStart Categories, and verifying none are left blank, assigning any missing categories prior to connection.
Firm View - Add Client
The article provides a step-by-step guide for CPA Firm users to add a client in Crunchafi Lease Accounting, detailing how to input client name, select an unchangeable accounting standard, choose between full lease accounting or audit products, set the client billing method (either firm-billed or direct client billing), and configure client access permissions for firm users or groups.
User Permissions and Roles in the Crunchafi Data Extraction Portal
The Crunchafi Data Extraction portal distinguishes between Default Users, who can create and manage Workspaces they have access to and request additional access, and Administrator Users, who have all Default User permissions plus the ability to manage all users and Workspaces across the firm, including viewing financial data and controlling user roles and access permissions portal-wide.
Data Extraction Release Notes 2025
The Data Extraction Release Notes for 2025 detail enhancements including new transaction audit metadata columns added in November, workflow-aligned and review-specific audit workbooks introduced in July for Data Extraction Audit users, a pre-mapped upload template for CCH Engagement Axcess released in May for all audit users, and expanded Sage Intacct data collection capabilities for AR and AP implemented in April.
How do I add firm users?
Firm Administrators can add users to Crunchafi Lease Accounting by navigating to the Users tab on the Firm Account Screen, clicking the green Invite button (unless using SSO), entering the user's email, name, and selecting a role (Firm Administrator, Firm User, or Firm Read Only), then sending an invitation email for account verification and password creation.
Rea & Associates Recognizes the Value of Crunchafi
Rea & Associates, a top 100 CPA and advisory firm specializing in various industries, chose the cloud-based, user-friendly lease accounting software Crunchafi to help their clients efficiently and accurately implement the new lease standard, avoiding the errors and workload associated with spreadsheet use.