Adding, Editing, and Removing GL Codes

You may wish to assign general ledger (GL) codes to your inventory to assist in revenue reporting. GL codes are added to each price schedule and then assigned to categories. 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 adding, editing, and removing the GL codes in a price schedule. For information on applying these codes to inventory categories, please see this article.

  1. Click your name in the upper-left.
  2. Click Inventory & Prices.
  3. Click Price Schedules.
  4. Click the price schedule you want to work with to open its slider.

Follow the directions for what you would like to do:

Adding GL Codes

  1. Click the + add icon next to GL Codes.
  2. Name the GL code.
  3. Enter the 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.

Removing GL Codes

  1. Click the GL code you want to remove.
  2. Click Remove.
  3. Confirm that you want to remove the GL code.
    This is permanent and cannot be undone.
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