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GL Groups

GL Groups

Owned by Joseph Averkamp
Oct 30, 2024
2 min read
image-20241030-163831.png

The GL Groups tab contains the records of your organization’s GL categories. Within this tab, you can add new GL groups, view and modify existing GL groups, and search through the existing GL groups.

To create a new GL group, click the New button.

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

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

  • Code – Enter a unique code for this GL group. Some users enter the default GL code here.

In the GL Codes tab, you can select from the available GL codes and move them into this GL group using the arrow buttons.

image-20241030-164003.png - Add chosen GL code to Selected

image-20241030-164110.png - Add all GL codes to Selected

image-20241030-164116.png - Remove chosen GL code from Selected

image-20241030-164123.png - Remove all GL codes from Selected

image-20241030-164129.png - Move the chosen GL code in the Selected field to the top of the list

image-20241030-164136.png - Move the chosen GL code in the Selected field up one position

image-20241030-164143.png - Move the chosen GL code in the Selected field down one position

image-20241030-164151.png - Move the chosen GL code in the Selected field to the bottom of the list

Tip: When the GL group is viewed in other areas of the system, the GL codes will appear in the order you set here. To set a GL code as the “default” or first GL code, move it to the top of the list. Other commonly-used GL codes can be moved closer to the top as well for ease of use.

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