GL Accounts - Editing a 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.


Editing a GL Account
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.