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. Hover mouse over the name of GL Account to be edited. A pencil icon will
appear on the right-hand side of the name. Select the pencil icon. A modal
Edit GL Account window will open.
3. Make required changes.
4. Select {Save}. A results window will pop up to indicate the GL Accounts have
been saved.