Whenever you have a new code combination you need to use to allocate charges on an invoice, you’ll need to add the GL Code string in the Ledger Codes tool.
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Click on the Add New action button.
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Fill out the GL Code form. In the below example, we are adding a new GL Code string under the GL Type Payment COA. Next, we can see there are four GL Levels that we can define as part of our string: Project Code, Headcount Code, GL Account, and WBS.
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Enter the code values for each of the GL Levels, and any descriptions you’d like for each of the codes. You aren’t required to populate all 4 levels.
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Be sure to provide a description for the whole GL Code string as well.
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Click Accept to add the code combination as a new GL Code string.
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Confirm you can see the newly entered code under the appropriate GL Type tab.
