GL Code

GL code stands for General Ledger Code. General ledger codes are (alpha) numerals that are assigned to different debit or credit entries in a General Ledger to make accounting easy and functional.

A GL Code is generally associated with a PO for accounting purpose. A Purchase Manager can access all available GL codes when filling the details of a PO. A Purchase Template can also fill the GL code field.

Note

A GL Code should be appropriately matched with a Purchase Order.

An admin has to maintain a list of GL Codes in the system.

Adding a GL Code

Note

Requires Admin rights.

  • Go to Admin (A Navigation tab) >> GL Code (under Purchase Management).
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  • The GL Code page opens. Here you can view all available GL Codes. Click on Add GL Code situated in the top right corner of the page to add a new code.
  • A dialog box opens where you have to fill in the following information:
    1. Name of the account head (or identifier) associated with the GL Code.
    2. The actual GL Code.
    3. Description of the GL Code.
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  • When done, click on Add to save the GL Code.

The GL Code is now visible on the GL Code page. In the GL Code page, you can search for a GL Code using the search bar. The search bar has pre-defined options that you can access by clicking on it.

Editing GL Code

You can edit/delete an existing GL Code from the GL Code page.

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