GL Code

GL Code

A general ledger account is a record that is used to sort, store, and summarize your organization's transactions by assigning a GL code for each entry in the account. You can select a GL code while making a purchase to track the necessary information for a specific transaction.

Role Required: SDAdmin

Add GL Codes  

  1. Go to Setup > Customization > Purchase Management > GL Code.
  2. Click Add GL Code.
  3. Enter a name for the GL code. This is a mandatory field.
  4. Describe the GL code details and usage.
  5. Select the Disable check box to restrict the GL code from further use.
  6. Click Save.

Edit/Delete  GL Code

Click beside the GL code and select Edit or Delete.

    • Related Articles

    • Closure Code

      Closure Code indicates the reason behind closing an incident or service request. Technicians can specify the closure code when closing requests to help other technicians involved in a request understand why the request is closed. Role Required: ...

    • Closure Code

      Closure Code indicates the reason behind closing an change request. Technicians can specify the closure code when closing change requests to help other users involved in a change request understand why the change request is closed. Role Required: ...

    • Closure Code

      Closure Code indicates the reason behind closing an problem request. Technicians can specify the closure code when closing requests to help other technicians involved in a problem request understand why the problem is closed. Role Required: SDAdmin ...

    • Service

      Add services provided or availed by the organization. You can categorize services having similar functionalities or purposes under the service type. After creating a service, you can associate vendors who provide or avail the service. Role Required: ...

    • Products

      Products refer to the hardware or software items purchased and added to the organization inventory. You can also configure depreciation for certain products. Role Required: AssetConfig Add New Products Go to Setup > Customization > Asset Management > ...