Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Assign GL Codes to POS Items

  • Updated:

This article will show you how to assign GL Codes to POS Items. Assigning a GL code will help avoid unitemized entries later. If your Organization settings are set to require a GL code for POS Items, staff will have to add a GL code before saving the item. 

 

 

Introduction

  1. Navigate to POS Items
    pos items
  2. Expand a category
    expand category
  3. Click the Edit tool (pencil icon) next to the POS Item you want to editedit pos item
  4. Navigate to the GL Codes tab
    gl codes
  5. Select Assign GL Code
    assign gl code
  6. Fill in fields
    gl code fields
    • GL Code: Select a GL Code from the drop-down menu
    • $ / &: Input either a fixed dollar amount or a fixed percentage rate
    • Note: It is most common to select one code and assign it a percentage of 100. This is what we highly recommend. However, we do support the ability to assign more than one code, and we also support the ability to assign codes by an exact dollar amount. We do not recommend this. Using percentages makes it easier for the system to properly account for money even if your staff has to alter fees at checkout for some reason.
  7. Select Save POS Item
    save pos item

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.