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. 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 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.

^{Back to top.}

How to Add a GL Account

Go to Maintenance > GL Accounts.
Click the button.

Alternate Steps

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

^{Back to top.}

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.

^{Back to top.}

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.
Click the button to delete the GL account.

^{Back to top.}

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.

^{Back to top.}