Creating GL Codes

How to set up general ledger codes to make accounting easier and more functional in your reporting efforts

Head to Settings

Click on your Settings menu and select Account

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From the Account Details page, click the Edit Settings button located in the bottom right
 
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Create GL Codes

Scroll down to the Tax section and click Update GL codes

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You will be taken to a new page, if you have nothing set up, click +Add Category and if you already have existing categories, hit +New Category in the top right corner

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To create a category, you need to give it:

  • A name
  • The GL code it is assigned to
  • Select the product(s) that it should be assigned to


Click Save to make the changes live

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Optional: you can click the three dot icon to create subcategories under the category. If you have more GL Codes/Reporting Categories you need to add, click 'New Category' and repeat the previous steps.

 

 

Delete

Click the three dot icon in the intended category or subcategory, and select Delete from the drop-down menu. Please note this is irreversible

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