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General Ledger Codes are configured in Setup / Finance / Billing / GL Code

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The General Ledger Codes panel on the left of this screen allows you to select an existing GL code to view or edit its details on the Edit General Ledger Code Panel on the right. Actions are also available which are shown as icons above the Filter text box. The available actions are described below.

Actions

Icon

Description

Image Modified

Deletes the selected GL code

Image Modified

Adds a new GL code

Edit General Ledger Code Panel

The information in this panel reflects the currently selected GL code. From here you can change its details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modifiednote: fields with a magenta left border are required).

  • GL Code: a unique name that describes the GL code (e.g. ‘Late Fee’)

  • Debit Code: the code for debits related to this GL code (e.g. '501')

  • Credit Code: the code for credits related to this GL code (e.g. ‘500’)

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