The General Ledger Chart of Accounts program allows users with access to edit existing general ledger accounts or create additional general ledger accounts.

 

To create a general ledger account enter a unique code within the Ledger Structure and select Yes when prompted.

 

 

Enter a description for the general ledger account, select if you want users to be able to post to this account by ticking the Post to Account Y/N box and enter the default tax code or click to search for the required tax code and click Save.

 

 

To Amend a General Ledger account enter the code for the General Ledger account that you would like to amend or click the to search for the G/L Account, make the changes and click Save.

To Delete a General Ledger account enter the code for the General Ledger account that you would like to delete or click the to search for the General Ledger account and click Delete. (It is recommended that General Ledger accounts with history should not be deleted).