This page is for the Operations App. For the Desktop Operations App please see GL Accounts (Desktop Operations App). |
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 get to the GL Accounts section, go to Maintenance > GL Accounts.
Field Name | Description |
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GL Code | The GL Code that matches the Income Account(s) found in your accounting package.
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ID | Unique ID number. |
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. |
Go to Maintenance > GL Accounts.
Click the + button in the top right.
The GL Code cannot be edited. |
Go to Maintenance > GL Accounts.
Click the GL account you would like to edit or click the action menu at the end of the row and select Edit.
Quick Tip: You can open 2 edit forms by selecting the checkboxes of the GL accounts and clicking the edit pencil icon in the top right. |
GL accounts that are currently being used within items, order types, or contracts cannot be deleted. |
Go to Maintenance > GL Accounts.
Check the checkbox of the GL account(s) you would like to delete.
Click the delete button in the top right.
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