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GL accounts, also referred to as income accounts, 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.

Note

GL accounts must match exactly what is in the accounting package.

Info

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 Accounts, go to Maintenance > GL Accounts.

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  1. Go to Maintenance > GL Accounts

  2. Click on the box to the left of the GLAccountID you would like to delete.

  3. Click the delete icon  in the toolbar or press the delete button.

  4. Click the save icon  in the toolbar.

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CXTU Courses/Lessons

  • On-Boarding Training: Invoicing

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