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This page is for the Classic Operations App. For the Operations App please see GL Accounts. |
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GL accounts, also also referred to as income accountsincome accounts, are are used when exporting/importing into your accounting package. . You can bulk apply GL accounts to business units, then further configure it per item, deduction item, order type, contract, and stamp rate chart as needed.
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GL accounts must match exactly what is in the accounting package. |
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You must have the “GL Accounts” permission to view this section and the “Edit GL Accounts“ permission to make edits. See Users (Classic Operations App). |
To manage the GL the GL Accounts, go to Maintenance > to Maintenance > GL Accounts.
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Field Name | Description |
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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 Customize Grid Layout
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How to Add a GL Account
Go to Maintenance
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> GL Accounts.
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Enter a GLAccountID, GLCode, GLName, Description.
Optional. Enter
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a Description.
Click
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the save icon
in the toolbar.
How to Edit a GL Account
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The GL Code cannot GLCode should not be edited if in use. |
Go to Maintenance > GL Accounts.
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Click the GL Account you would like to
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edit
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.
Click
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the save icon
in 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
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> GL Accounts.
Click
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on the box to the left of the GLAccountID you would like to delete.
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Use the right click menu Select option to select multiple GL accounts to delete. |
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Click the delete icon
in the toolbar or press the delete button.Click the save icon
in the toolbar.
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