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How can I add a GL Account or look up transactions for a GL Account?


Instruction

To add a new GL Account:

1.  Accounting > General Ledger > GL Accounts > New GL Account

2. Click ADD

  • Enter GL Number
  • Enter Name
  • Select the type from the drop-down box
  • Description: Optional (may help users to use this account correctly)
  • Select the Sub-Account from the drop-down box
    • Will put this account "within" an existing section of the accounts (example Cable TV is within Utilities)
  • Choose whether to make this a Summary Account
    • Typically you make Section headings summary accounts
    • When you choose to run a report by Summary (rather than by Detail), it will roll up the accounts into these sections

 

 


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