Financial Settings


 

Add New GL Account

Overview

Here you can create, assign, and review transactions for your General Ledger (GL) codes.

Instructions

  1. Navigate to Configurations > Financial Settings > GL Configurations
    chrome_2017-11-30_10-46-16.png
  2. To add a new GL Account, navigate to Chart of Accounts
    chrome_2017-11-30_10-47-25.png
  3. Select Add New GL Account
    chrome_2017-11-30_10-48-04.png
  4. Fill in fields
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    • Code: Label your GL Code
    • Desc: Provide a brief description
    • Type: Specify the type of GL Code
    • Locations: Select locations to apply the GL Code to
  5. Select Save
    chrome_2017-11-30_10-55-19.png

For more information, see the 3.0 Financial Module.




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