GL Accounts (X Dispatch 19.0 to X Dispatch 21.0)

Created by Michelle Cabaya
Last updated: Dec 07, 2021

For X Dispatch 19.0 to X Dispatch 21.0. See here for other 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 NameDescription
IDUnique ID number.
GL Code

The GL Code that matches the Income Account(s) found in your accounting package.

  • QuickBooks: The GL Code must contain the NAME of the corresponding Income Account.
  • Peachtree: The GL Code must contain the NUMBER of the corresponding Income Account.
GL NameA name for the GL Account.
DescriptionA description that describes the GL Account.
ClassOptional. The class that matches the Income Account(s) found in your accounting package.

How to Add a GL Account

  1. Go to Maintenance > GL Accounts.
  2. Click the  button.

Alternate Steps

  1. Click the arrow next to the New button, or press Alt + N keys. 
  2. Select GL Account.


How to Edit a GL Account

The GL Code cannot be edited.

  1. Go to Maintenance > GL Accounts.

  2.  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.

How to Delete a GL Account

GL accounts that are currently being used within items, order types, or contracts cannot be deleted.

  1. Go to Maintenance > GL Accounts. 

  2. Click the GL account you would like to delete. 

  3. Click the  button to delete the GL account.

Section Functions

Customize Grid Layout 

You can customize which columns you would like to view and arrange the order by clicking the Edit Grid Layout icon . 

Change View

Requires X Dispatch 19.1 or newer.

You can switch between a table view and a card view by clicking on the Card View icon  or Table View icon .

Zooming Settings

Requires X Dispatch 21.0 or newer.

You can zoom in or out of Next Dispatch pages in X Dispatch by right clicking on the page (other than on a card or table) and selecting Zoom In or Zoom Out, or use the Ctrl + or Ctrl - keys. 

Select

Use the checkbox at the beginning of each row, or at the top of each card, to select multiple records. 

Quick Tip

No more than 2 windows can be open or edited at a time. 

Right Click Menu

Right click on a row or card to view right click menu options.