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For X Dispatch 19.0 or newer. See here for older Operations App is continuously updating and page layouts may differ. See here for other versions.

Table of Contents

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To manage the GL Accounts, go to Maintenance > GL Accounts.

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Field NameDescription
IDGLAccountIDUnique ID number.
GL CodeGLCode

The GL Code that matches the Income Account(s) found in your accounting package.

  • QuickBooks: The GL Code must contain the NAME of the corresponding Income Account.
  • Peachtree: The GL Code must contain the NUMBER of the corresponding Income Account.
GL NameGLNameA name for the GL Account.
DescriptionA description that describes the GL Account.
ClassOptional. The class that matches the Income Account(s) found in your accounting package.

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How to Add a GL Account

  1. Go to Maintenance GL Accounts.
  2. Click the Image Removed button.

Alternate Steps

  1. Click the arrow next to the New button, or press Alt + N keys. 
  2. Select GL Account.

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  1. Enter a GLAccountID, GLCode, GLNameDescription.
  2. Optional. Enter a Description.
  3. Click the save icon Image Added in the toolbar.

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How to Edit a GL Account

Note

The GL CodeGLCode cannot should not be edited if in use.

  1. Go to Maintenance > GL Accounts.
  2.  Click the GL account you Click the GL Account you would like to editor right-click the row and select Edit InfoThe right-click menu option Open in New Window will open the edit form in a window that can be moved aroundedit.
  3. Click the save icon Image Added in the toolbar.

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How to Delete a GL Account

Warning

GL accounts that are currently being used within items, order types, or contracts cannot be deleted.

  1. Go to Maintenance GL Accounts
  2. Click the GL account on the box to the left of the GLAccountID you would like to delete. 
  3. Click the Image Removed button to delete the GL accountthe delete icon Image Added in the toolbar or press the delete button.
  4. Click the save icon Image Added in the toolbar.

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Section Functions

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