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This page is for the Operations App. For the Classic Operations App please see GL Accounts (Classic Operations App). |
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How to Create a New GL Account
Go to Maintenance > GL Accounts.
Click the + button in the top right.
How to Edit a GL Account
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The GL Code cannot be edited. |
Go to Maintenance > GL Accounts.
Click the GL account you would like to edit or click the action menu at the end of the row and select Edit.
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Quick Tip: You can open 2 edit forms by selecting the checkboxes of the GL accounts and clicking the edit pencil icon in the top right. |
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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.
Check the checkbox of the GL account(s) you would like to delete.
Click the delete button in the top right.
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Related pages
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CXTU Courses/Lessons