| Anchor | ||||
|---|---|---|---|---|
|
| Info |
|---|
Operations App is continuously updating and page layouts may differ. See here for other versions. |
...
| Field Name | Description |
|---|---|
| GLAccountID | Unique ID number. |
| GLCode | The GL Code that matches the Income Account(s) found in your accounting package.
|
| 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 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
| Note |
|---|
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
| Warning |
|---|
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.
| Page Properties | ||
|---|---|---|
| ||
|