Managing GL Codes

You may wish to assign general ledger (GL) codes to your inventory to assist in revenue reporting. When you add inventory items to your events, you will be able to run an event charges report, and the GL codes will be included for each item.

This article will walk you through:

For information on applying these codes to inventory categories, please see this article.

  1. Click your name in the upper-left corner.
  2. Click Inventory & Prices.
  3. Click Setup.
  4. Click GL Codes.

Follow the directions for what you would like to do:

Adding GL Codes

  1. Click the + add icon.
  2. Type a name for the GL code.
  3. Type the GL code.
  4. Click Save.
  5. Repeat these steps as needed until all of your GL codes have been created.

Editing GL Codes

  1. Click the GL code you want to edit.
  2. Make any changes that are needed.
  3. Click Save.

Inactivating GL Codes

  1. Click the GL code you want to inactivate.
  2. Toggle Active off.
  3. Click Save.
  4. By default, inactive GL codes will not appear in the list. You can click the eye icon to toggle whether they are visibility shown or visibility_off hidden.