Setting Up General Ledger Account Numbers and Names

This topic explains how to add or modify general ledger account numbers and names. If you received AcuityLogic with preset accounts, you can update the accounts with your company’s account numbers and names.

To set up general ledger account numbers and names

  1. Open the Types/References window. See Opening the Types/Reference Window.
  2. Click the GL Account link for your company.
  3. In the General Ledger Accounts window, do one of the following: 
    • To add an account, click Add. A row is added to the GL Account table.
    • To modify an existing account, click Edit in the row of the account you want to modify. The row becomes editable.
  4. Enter or change values in the following fields of the new or existing row:
    • Type the account number in the Account Number field.

      All account numbers must have the same number of digits.

    • Type the account name in the Account Name field.
  5. Click Insert to save a new account, or click Update to save changes to an existing account.
  6. Click Return to close the window.

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