Assign GL Codes to Transactions

We’ve updated Settings and enabled the Accounting Tab, allowing you to associate General Ledger (GL) codes with your Transaction Categories. (Transaction categories can be configured at Settings > Transactions.)

You are not required to associate GL codes with your Transaction Categories, but it’s something that your finance team will likely appreciate.

The GL codes that you enter on the Accounting Tab will be available as a Screen Option on the Transactions view and in the export.



Tags: accounting, transactions, GL codes

Posted by Devin

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