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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.
| 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.
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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. |
How to Add a GL Account
- Go to Maintenance > GL Accounts.
- Click the
button.
Alternate Steps
- Click the arrow next to the New button, or press Alt + N keys.
- Select GL Account.
- Enter a GLAccountID, GLCode, GLName, Description.
- Optional. Enter a Description.
- Click the save icon
in the toolbar.
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.
Info - Click the save icon in the toolbar.
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
button to delete the GL account.
Section Functions
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- the delete icon
in the toolbar or press the delete button. - Click the save icon in the toolbar.