General Ledger Q&A: Edit GLS Client

September 2019    Tags:

A couple of months ago, we changed the name of our firm. I updated Firm Information in System Configuration which changed the name on our statements and Tabs3 reports, but I noticed that our GLS reports still show the old name. How do I change the firm name on GLS reports?

The firm name for GLS is stored in the Client Name field of the Edit GLS Client program.

To change the Client Name that prints at the top of all GLS reports

  1. From the Utilities menu, select Edit GLS Client.
  2. In the Client Number field, select 1.
  3. In the Client Name field, enter the new name of the firm.
  4. Press Ctrl+S.

Now the new firm name will print on all of your GLS reports.

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