This page is for the Classic Operations App. For the Operations App please see GL Accounts.
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.