Financial Settings


 

Add New GL Account

Overview 

This article will show you how to add a new GL Account to your site.

Instructions

  1. Navigate to Configuration > Financial Settings > GL Configurations
    chrome_2017-11-30_10-46-16.png
  2. Navigate to Chart of Accounts
    chrome_2017-11-30_10-47-25.png
  3. Click Add New GL Account
    chrome_2017-11-30_10-48-04.png
  4. Fill in fields
    chrome_2017-11-30_10-54-53.png
    • 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
      • Note: Leave unchecked unless you use location-specific codes.
  5. Select Save
    chrome_2017-11-30_10-55-19.png

Resources




I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback