Spotlight: Adding or Changing Accounts in GLS

November 2017    Tags: ,

When working in General Ledger Software (GLS), your accounts do not typically change much once they have been established. Because of this, it’s easy to forget the ins and outs of making changes to the chart of accounts.

Here are some quick instructions to add a new account or make adjustments to existing accounts when the time comes.

To add a new account

  1. From the File menu, point to Open and select Chart of Accounts.
  2. Select the account directly above where you want the new account to appear in the Chart of Accounts.
  3. Press Ctrl+N.
  4. The New Account window will be displayed. Select the desired option and click OK.
  5. The Account Setup window will be displayed. Enter the remaining information for the account and click Save.
    • If you are adding a heading or total account, the Create Paired Account window will be displayed, allowing you to select the account number for the paired account.
      1. Select the desired option for the paired account’s account number and click OK.
      2. The Account Setup window is displayed. Enter the remaining information for the account and click Save.

Changing and moving accounts

When you want to make changes to an account, there are different types of changes you can make:

  • Edit the settings for the existing account by double-clicking the account and then making the desired changes.
  • Drag and drop the account to a different location in the chart of accounts to adjust the location of the accounts on reports:
    1. Select the account you want to move.
    2. Grab the coa_column icon by clicking on it; the pointer will become a hand_grab.
    3. Drag the selected account to the desired position and release the mouse button.
  • Change the Account # by using the Renumber Account utility (Maintenance | Renumber | Account).

Now, when you need to make changes to your Chart of Accounts, you’ll be ready!

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