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GL accounts, also also referred to as income accountsincome accounts, are are used when exporting/importing into your accounting package.
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GL accounts must match exactly what is in the accounting package. |
To manage the GL the GL Accounts, go to Maintenance > to Maintenance > GL Accounts.
...
Field Name | Description |
|---|---|
GLAccountID | Unique ID number. |
GLCode |
The GL Code that matches the Income Account(s) |
found in your accounting package.
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GLName |
A name for the GL Account. |
Description |
A description that describes the GL Account. | |
Class | Optional. |
The class that matches the Income Account(s) |
found in your accounting package. |
How to Add a GL Account
Go to Maintenance
>> GL Accounts.
Enter
aa GLAccountID, GLCode, GLName, Description.
Optional. Enter a Description.
Click the save icon
in
in the toolbar.
How to Edit a GL Account
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The GLCode should should not be edited if in use. |
Go to Maintenance > GL Accounts.
Click the GL Account you would like to edit.
Click the save icon
inin the toolbar.
How to Delete a GL Account
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GL accounts that accounts that are currently being used within items, order within items, order types, or contracts or contracts cannot be deleted. |
Go to Maintenance
>> GL Accounts.
Click on the box to the left of
thethe GLAccountID
youyou would like to delete.
Click the delete icon
in
in the toolbar or press the delete button.
Click the save icon
inin the toolbar.
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