List of GL Accounts
A master list of GL Accounts used within X Dispatch, also referred to as Income Accounts. These GL Accounts are used when exporting / importing into your accounting package, therefore, must match exactly what is in the accounting package.
To manage the GL Accounts in X Dispatch, go to Maintenance > GL Accounts.
| Field Name | Description |
|---|---|
| GLCode | The GLCode 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 | The Class that matches the Income Account(s) found in your accounting package. |
The GLName and Description fields are for description purposes.
Modify GL Accounts
How to Add GL Accounts
Go to the last empty row next to the * icon, enter all of the information for the new GL Account and click the save icon located on the X Dispatch Toolbar.
How to Edit GL Accounts
Modify the GL Account field(s) you would like to edit and click the save icon located on the X Dispatch Toolbar.
GLCode can not be edited.
How to Delete GL Accounts
Select the row of the GL Account you would like to remove and hit the delete key on your keyboard then click the save icon located on the X Dispatch Toolbar.
GL Accounts that are currently being used within Items, Order Types, or Contracts cannot be deleted.
