GL Accounts - Creating a New GL Account

 

Overview

GL Accounts from an accounting package for revenue, bank, taxes and discounts can be entered into DocketManager to track values. GL account values can be accessed through GL account breakdown and closeouts.


Step     Action

  1.       Select {Settings} and then select {GL Accounts} under Accounting.

  2.       Select {New} under GL Accounts. A New GL Account modal window will 

             open.

 

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  3.      Enter new GL Account Name and Account Number.

  4.      Select {Save}. A results window will pop up to indicate the GL Accounts 

           have been saved.

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  5.      Select X to close pop up results window.