GOLDPoint Systems Blog

Breaking News: First G/L Platinum Client Live!

Written by Ashley Jensen | February 12, 2024

On Thursday, January 25th, one of our clients fully converted to G/L Platinum, becoming GOLDPoint Systems’ first client to go live! The conversion and data validation went smoothly. And, after a few hiccups during the first afterhours (which are bound to happen), they were off to the races.

G/L Platinum has been a major project at GOLDPoint Systems over the past few years and we are so excited to see it finally come to fruition.

“What is G/L Platinum?” you ask. Let me tell you.

G/L Platinum—General Ledger, But Better

G/L Platinum is our new, standalone General Ledger software application that helps you manage G/L accounts, oversee transactions, generate reports, set up and manage G/L sweeps, view budgets and so much more.

G/L Platinum makes it easy to manage the financial side of your business. It’s fast, streamlined and easy to use. Plus, G/L Platinum can handle any set of books you throw at it. Nothing is too complicated.

It would take me way too long to completely outline all the benefits of G/L Platinum, but here are a few:

  • our new Auto-Complete tool that enables fast and easy General ledger account lookup
  • custom and standard reports that can be downloaded directly to spreadsheets
  • financial statement drill-down capability to quickly access supporting G/L account transaction history
  • transaction approval that allows journal entries to be approved before posting
  • handy keystroke shortcuts throughout
  • ability to easily import transactions from a spreadsheet or delimited file
  • customizable screens that allow you to make the screen look and function in the best way for you

Plus, G/L Platinum is already fully integrated with CIM GOLD® Loans, Deposits, GOLDTeller and GOLDPoint Systems’ afterhours processing.

Preview—Cool Key Features

I don’t know about you, but sometimes I just need to see something to get a feel for it. So, I decided to give you a quick preview of some of the key features included in G/L Platinum.

Auto-Complete Feature:

This feature is great because it saves you a lot of typing. For example, typing a "1" in the Account Number field automatically brings up a drop-down field with every account number that starts with a 1. All you have to do is select the right one. Super easy!

Filters:

G/L Platinum offers a wide array of filters to help you get only the information that you need. And with how much information you are typically dealing with, this can be a game changer.

Sorts:

The many ways to sort in G/L Platinum help you organize all the information you have left after filtering out what you don’t need. I don’t know about you, but I love sorting features (I actually do. I’m kind of a geek that way).

G/L Platinum is an amazing new product and we’ve barely scratched the surface. If you are one of our current clients and would like more information, see our G/L Platinum guide in the Help Center. If you want to see G/L Platinum in action, you can schedule a live demo.

 

“Lighten up, just enjoy life, smile more, laugh more, and don’t get so worked up about things.”

–Kenneth Branagh