Set Up a General Ledger Account

Setting up a General Ledger (GL) account is the first step in managing your financial records. This process involves creating accounts that will be used to record all financial transactions.

1. Navigate to Accounts > General Ledger > General Ledger.
2. Click on the “+” button to create a new GL account.
3. Fill in the required details such as Account Name, Account Type, and Account Code.
4. Click “Save” to finalise the setup.

For more details, visit the Accounts > General Ledger > General Ledger article.