Accounts and GL codes

This page will go over how you can add, update, and manage GL codes in On.Care.

You can search for 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.

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• 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”.

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• Don't forget to save.

• Once you have entered a GL code it will be ready for use in PO and Invoicing.