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Page History: GL Accounts Help Documentation

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Page Revision: 06/28/2023 02:01 PM

Table of Contents [Hide/Show] GL Accounts    Add a New GL Account    Edit a GL Account

GL Accounts¶

 

GL accounts page can be accessed through several different methods.  Below is a screenshot with the various paths a user can take.

Add a New GL Account¶

Follow the steps below to add a new GL account:

1. Select the Add New button.
2. Select the Account Type.
3. Type a description into the Description field.
4. Type a GL account number into the GL Acct Number field.
5. Type a Bank Account number into the Bank Acct field. NOTE: Bank Account numbers are only allowed on Bank, Credit Card and Other Gl Asset GL account types.
6. Optional Enter a note into the Note field.
7. Select the Save button.
   

NOTE: The Discard button will remove all of the changes made to the screen. The Return To List button will remove any unsaved changes and return to the search screen.

Please notice there is an information icon on the Edit/Add New page. It is there to help.

 

Edit a GL Account¶

Editing a GL account is very similar to creating a new GL account.

1. Using the search functionality enter the GL Account you wish to edit. 

2. In the list box, click on the Edit Icon. 

3. Make the desired changes. 

4. Select the Save button.