How To Customize GL Accounts

GL accounts, or general ledger accounts, are set up to match the GL structure used in your organization. GL accounts are used when creating budget line items, importing non-personnel actual expenses, and reporting. GL accounts can be viewed from Administration>Lists>GL Accounts.

GL accounts can be defined in Administration>License Information>Settings. By defining a GL account, you can rename each code type to an easily recognizable name for your organization. If no names are provided, the default names are “GL Code,” “Classification 1,” and “Classification 2.”

1. Open Administration>License Information.
2. Open the Settings tab.
3. Click the  (Edit icon) in the Icon Bar.
4. In the GL Account Definition section, select Yes in each Account Code’s dropdown to activate the code type. You can use up to 6 code types.
5. In the fields below the dropdowns, add the new code type name (i.e. “Organization Code”).
   
6. Click Update.