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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. |
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To manage the GL Accounts, go to Maintenance > GL Accounts.
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Field Name | Description |
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IDGLAccountID | Unique 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.
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GL NameGLName | 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. |
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How to Add a GL Account
- Go to Maintenance > GL Accounts.
- Click the Image Removed button.
Alternate Steps
- Click the arrow next to the New button, or press Alt + N keys.
- Select GL Account.
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- Enter a GLAccountID, GLCode, GLName, Description.
- Optional. Enter a Description.
- Click the save icon Image Added in the toolbar.
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How to Edit a GL Account
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The GL CodeGLCode cannot should not be edited if in use. |
- Go to Maintenance > GL Accounts.
- Click the GL account you Click the GL Account you would like to editor right-click the row and select Edit.
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The right-click menu option Open in New Window will open the edit form in a window that can be moved aroundedit. - Click the save icon Image Added in the toolbar.
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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 the GL account on the box to the left of the GLAccountID you would like to delete.
- Click the Image Removed button to delete the GL accountthe delete icon Image Added in the toolbar or press the delete button.
- Click the save icon Image Added in the toolbar.
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Section Functions
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CXTU Courses/Lessons | - On-Boarding Training: Invoicing
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