The new Edit GL Code feature provides enhanced flexibility in managing your financial records. Users can now set and modify GL codes directly at the work order level or the invoice stage, which helps maintain consistency and accuracy across your financial data.
Enabling The Edit GL code Setting
1. To enable the GL code setting, navigate to the Configuration Module and select General Settings as seen below.
2. From the General Settings screen, click the pencil icon located on the top right hand corner of the screen. Once enabled scroll down until you see the “Edit GL Code” toggle and turn it on.
*Note - If you do not have access to this option, please reach out to your site admin for assistance. Admin users will automatically inherit the Edit GL Permission. For non Admins the Edit GL Code permission will need to be added to your role
Editing a GL code from a Work Order
1. Navigate to the Work Order module as seen below.
2. Select the Work Order that you wish to edit.
3. Click the pencil icon found at the top right hand corner of the WO.
4. Scroll down until you see the General Ledger Code box on the left column and enter the GL in the field.
5. Once all edits have been made, hit the save button found on the bottom of the screen.
*Note - This new GL will update the Work Order and future invoice for ONLY this Work Order/Invoice combination. If you wish to make an update to your GL code(s) globally, you will need to reach out to CSM or the Support team.
Editing a GL code from an Invoice
1. Navigate to the Invoice Module as seen below
2. Select the Invoice that you wish to edit
3. Click the pencil icon found at the top right corner of the Invoice
4. Scroll down until you see the General Ledger Code box found on the bottom left column and enter the GL code in the field.
5. Once all edits have been made, hit the save button found at the bottom of the screen.
*Note - Only previously mapped GL codes can be updated/edited. If you need to add a new GL code, please reach out to your CSM or the Support team.