Managing GL Accounts

Video Tutorial


Managing GL Accounts

This article will walk you through:

  1. Navigating to the GL Accounts Page
  2. Adding a GL Account
  3. Editing a GL Account
  4. Deleteing a GL Account
  5. Assigning a GL Account to a Set or Category
  6. Assigning GL Accounts to Resources

Navigating to the GL Accounts Page

  1. Hover over your name in the upper-right corner of the browser window.
  2. Click Company Settings.
  1. Click GL Accounts.

Adding a GL Account

  1. Click +Add.
  1. Type the ledger code for the GL account.
  2. Type a description for the GL account.
  3. Click Save.

Editing a GL Account

  1. Click the pencil-and-paper icon next to the GL account you want to edit.
  1. Type the ledger code for the GL account.
  2. Type a description for the GL account.
  3. Click Save.

Deleting a GL Account

  1. Click the circled X to the right of the GL account you want to delete.
    Note: GL accounts that are in use cannot be deleted and will not have a circled X.
  1. Click OK to confirm that the GL account should be deleted.

Assigning a GL Account to a Set or Category

  1. Hover over Resources.
  2. Click Sets / Categories (new).
  1. Click the set or category to which you want to assign a GL account.
  2. Click Edit Set or Edit Category.
  1. Select the GL account from the drop-down.
  2. Click Save.

The GL account is now applied to the set or category and is being inherited by any categories and resources in it.


Assigning GL Accounts to Resources

  1. Hover over Resources.
  2. Click Resource Library (new).
  1. Click Info.
  2. Click Edit.
  1. Select the GL accounts for the resources from the drop-downs.
  2. Click Save.
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