Our Implementation Team will have already created your GL Types; however, we understand that sometimes our clients need to make adjustments to their GL code structure & organization. We’d recommend talking with your Client Success Manager before you make any major changes in this module.
How to create a GL Type
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When in the Ledger Codes tool, you will see the existing GL Types as tabs at the top of the page. Make sure you aren’t creating a duplicate Type, and remember you can only have three GL Types in the platform.
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Click the action button 1. Define Types.
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Click the action button New Type.
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Define the GL Type and then click Accept to save your changes.
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Type Description: this is the label of the Type
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Level: Define the order in which it should appear. Valid values are: 1, 2, or 3.
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Levels Quantity: how many GL Levels will be part of this Type. Valid values are numbers 1 through 10.
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Visible in Reports? Yes or No. Do you want to report on the GL Codes used within this Type?
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How to edit an existing level
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Click the action button 1. Define Types.
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Click on the pencil icon under the Edit column for the GL Type that you need to update.
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Update the description, level, levels quantity, or visible in reports fields.
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Click Accept to save your changes.
How to delete a GL Level
Deleting a GL Type will delete all associated GL Levels & GL Codes. You cannot undo this action.
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Click the action button 1. Define Types.
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Click on the red X icon under the Edit column for the GL Type that you want to delete.
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Confirm the action and click the Delete button.
