GL Accounts (Classic Operations App)
- Michelle Cabaya (Unlicensed)
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. You can bulk apply GL accounts to business units, then further configure it per item, deduction item, order type, contract, and stamp rate chart as needed.
GL accounts must match exactly what is in the accounting package.
You must have the “GL Accounts” permission to view this section and the “Edit GL Accounts“ permission to make edits. See Users (Classic Operations App).
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
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
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.
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