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General Ledger Codes are configured in Setup / Finance / Billing / GL Code |
Overview
This screen allows you to setup general ledger codes and corresponding debit and credit codes for accounting purposes. GL codes can be associated multiple entities, including: services (charges), service specific discounts (configured particular services (specific services configured in price books on package frequencies), tax rates and , payment types, usage rates and usage rate groups.
Prerequisites
GL codes can be setup in the system immediately, there are no prerequisite configuration steps.
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This section displays where the selected GL code is used in the system. By default, the reference data is displayed in a summary format to indicate where the GL code is in use, however the Entity drop down field can be used to view the exact system objects that codes are configured on.
Associating General Ledger Codes with System Entities
To specify the GL code to use for services, tax rates or payment types (payment types are configured under the Owner configuration screen) simply navigate to those screens and select the appropriate GL code in the General Ledger field provided.
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Guides
Adding General Ledger Codes
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Select the GL code you wish to delete in the list on the left under the General Ledger Codes heading
On the left under the General Ledger Codes heading click the
iconOn the confirmation dialog click Yes to confirm that the selected GL code should be deleted
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Adding GL Codes to System Entities
To specify the GL code to use for services, tax rates, payment types (payment types are configured under the Owner configuration screen), usage rates or usage rate groups simply navigate to those screens and select the appropriate GL code in the General Ledger field provided.