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
    configuration_financial_settings_gl_configuration.jpg
  2. Navigate to Chart of Accounts
    select_chart_of_accounts.jpg
  3. Click Add New GL Account
    select_add_new_GL_account.jpg
  4. Fill in fields
    fill_in_GL_account_fields.jpg
    • 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
    select_save_to_add_new_gl_account.jpg

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