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Creating and Managing GL Code Groups (Non-Budget)

Creating and Managing GL Code Groups (Non-Budget)

Owned by Kyle Fillipo (Deactivated)
Last updated: Nov 03, 2022 by Joseph Averkamp
2 min read

GL Codes are a way for your organization to track spend within the Procurement Partners system. These codes are consolidated into selectable lists known as GL Groups. Once created, a GL Group can be assigned to a category, subcategory or items within categories. This guide will demonstrate how to create or modify a GL Group, and how to assign the GL Group within the system. 

Note: These GL groups do not create budget groups. These groups will be assigned to categories to allow for the option to select from these GL codes when creating the order. See the end of this document for steps for assigning these groups to categories.

GL Groups 

 

Navigate to Management -> Accounting Config -> GL Groups 

  1. Click Create New Group 

  2. Enter GL Group Name 

  3. Select appropriate AP Platform 

  4. Select one or more Available GL codes and move them to Selected with arrows 

  5. Reorder GL codes if desired; top GL code is considered Default GL Code 

  6. Click Save 

Category GL Accounts 

Navigate to Management -> Accounting Config -> Category GL Accounts 

  1. Select appropriate AP Platform 

  2. Select category, subcategory or items within categories 

  3. Select your GL Group from dropdown 

  4. Click Yes or Yes and Don’t Show Again in prompt window 

 

Note: User rights dictate whether a user can change the GL Code of an item to another GL Code within the item’s GL Group. Ensure that users have this right enabled if you wish them to be able to adjust GL Codes; otherwise, items they purchase will be set to the item’s Default GL Code. 

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