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GL Codes

GL Codes

Owned by Joseph Averkamp
Oct 30, 2024
2 min read
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The GL Codes tab contains the records of your organization’s GL codes. Within this tab, you can create new GL codes, view and modify existing GL codes, and assign GL codes to GL groups.

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To create a new GL code, click the New button. If your organization utilizes Business Units, you will receive a prompt to select the business unit to use; otherwise, it will take you to the next screen.

 

 

In the Add GL Code pane, in the GL Code tab:

  • Name – Enter a unique name for this GL group. 

  • GL Accounts – Select the appropriate GL accounts to form your GL code. The number and styles of these accounts will vary based on how they are defined for your organization (see GL Accounts). 

  • Dummy GL – Check this box if you want this GL code to be a “dummy” GL code. This will make the GL code unusable and the user will have to choose a different GL code (useful if you want to include a “Select GL” listing to force a user to choose a separate GL instead of leaving the default code selected).

In the GL Groups tab, you can select which available GL groups you’d like to automatically add this new GL code to by using the arrow buttons.

When you have finished making all the necessary changes to your new GL code, click the Save button.