For X Dispatch 19.0 or newer. See here for older versions.
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 |
---|---|
ID | Unique ID number. |
GL Code | The GL Code that matches the Income Account(s) found in your accounting package.
|
GL Name | 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 Customize Grid Layout
You can customize which columns you would like to view and arrange the order by clicking the Edit Grid Layout icon .
How to Add a GL Account
- Go to Maintenance > GL Accounts.
- Click the button.
- Enter information.
- Click the button to save.
How to Edit a GL Account
The GL Code cannot be edited.
- Go to Maintenance > GL Accounts.
Click the GL account you would like to editor right-click the row and select Edit.
The right-click menu option Open in New Window will open the edit form in a window that can be moved around.
Click the button to save changes.
Quick Tip
Use the right click menu Select option to select multiple GL accounts to edit.
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 the GL account you would like to delete.
Quick Tip
Use the right click menu Select option to select multiple GL accounts to delete.
Click the button to delete the GL account.