Invoice GL Admin Screen

Administrators with appropriate permissions may view, add and edit Invoice GL records using the Invoice General Ledger (GL) Admin screen.

Click ADMIN SETTINGS > MASTER DATA > INVOICE GL.

Edit Invoice GLs

Use the search box to begin entering the GL number or description. Click on the desired GL to display its details, then click EDIT.

Every aspect of the GL may be edited except the GL number, which is only editable during the new GL creation process.

Use the Status drop-down menu to set the GL as active or inactive.

Click SAVE.

Create a New Invoice GL

To create a new Invoice GL, click the blue plus button to the right of "Invoice General Ledger."

Enter the details and click SAVE. Alternatively, click CANCEL to exit without creating the new Invoice GL.