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This page is for the Classic Operations App. For the Operations App please see GL Accounts. |
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How to Add a GL Account
Go to Maintenance > GL Accounts.
Enter a GLAccountID, GLCode, GLName, Description.
Optional. Enter a Description.
Click the save icon
in the toolbar.
How to Edit a GL Account
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The GLCode 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
in the toolbar.
How to Delete a GL Account
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GL accounts that are currently being used within items, order types, or contracts cannot be deleted. |
Go to Maintenance > GL Accounts.
Click on the box to the left of the GLAccountID you would like to delete.
Click the delete icon
in the toolbar or press the delete button.Click the save icon
in the toolbar.
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