How To Add a GL Account

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 added manually or by importing. We recommend that GL accounts are imported to avoid entry errors.

1. Open Administration>Lists>GL Accounts.
2. Click the  (Create icon) in the Icon Bar.
3. Add the GL Name. This is how you will identify the line item, such as “Supplies” or “Travel.”
4. Add the GL Code. This is the unique identifier for the account. It may be an alphanumeric entry.
5. Add additional GL code types (optional). The number and name of these types may vary depending on what has been defined in Administration>License Information>Settings.
6. Add the Description (optional).
7. Click Create.