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GL accounts, also referred to as income accounts, are used when exporting/importing into your accounting package.
GL accounts must match exactly what is in the accounting package.
To manage the GL Accounts, go to Maintenance > GL Accounts.
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
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
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.