This page will go over how you can add, update, and manage accounts GL codes in On.Care.
You can search for Account Numbers GL codes by clicking on Management> Accounts> Search.
You can use the search bar to help find the desired GL code
To edit click on the blue “Edit” icon.
Once you are inside you can edit the GL code (or Account #) as well as the description
Make sure to save any and all changes
Once you have entered a GL code it will be ready for use in PO and Invoicing.
You can add a GL code (Account #) by clicking on Management>Accounts>Add
You will need to add an account number and a description
You have the option under “Usage” to assign it where it will be used.
In most cases you want to assign it to “Everywhere”.
Don't forget to save.
Once you have entered a GL code it will be ready for use in PO and Invoicing.