Adding General Ledger Accounts

Step 1: Click on Administration

 

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Step 2: Click on Financial-->Accounting-->GL (General Ledger)Account

 

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PLEASE NOTE: If Account is marked as system defined, it is used by CRM/billing system as a default account for billing transactions and cannot be deleted. However, name or account number changes can still be edited for them. Accounts that are NOT system defined can be edited as well as deleted.

 

Step 3: Click on Add New GL Account

 

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Step 4: Fill in the information as per your business needs and click save

 

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