General Ledgers – 04 – Editing a General Ledger

To edit a GL code you need to go to the GL Codes sub-section of the Finance Functions page. Click on the GL code you want to edit in the list of GL codes. You can use the search functionality to find a specific GL code if needed or sort the list of GL codes by any of the fields by clicking the table header.

Figure 12: Financial Functions Page – Select GL Code

Selecting a GL code will bring you to the Edit GL Code popup window for that GL code. The Edit GL Code popup window looks similar to the Add GL Code popup window and you can edit any details as required and then click the green Save button at the bottom right of the popup window to save the changes you have made.

Figure 13: Financial Functions Page – Save Button

Other options

From the Edit GL Code popup screen there are a number of additional action buttons. These options appear at the bottom right of the screen alongside the Save button.

Figure 8: Edit GL Code Page – action buttons

  1. Close
    Clicking this button returns you to the GL Codes Search page without making any changes to the tax code.
  2. Archive
    Clicking this button will permanently remove the GL code from the system. You can find details of any archived GL codes by searching in the GL Codes Search page with the “Include Archived?” switch set to Yes. All data for an archived GL code will be saved in the system for auditing and reporting purposes.
  3. Save
    Clicking this button will save any changes you have made to the GL code details.