FEATURE FAQS

How are GL Accounts recorded and tracked?

When ordering goods and/or services during a transaction, users have the option to link the item(s) being ordered to a GL account. Once an item is linked to a GL account, its total cost will be documented under that GL account. A purchasing history to review which items have been purchased under each GL account is automatically stored and updated on the system.

To review the transaction history of a GL account:

  1. Click on the dropdown menu at the top right of the screen and select “Manage Company”
  2. Select “Manage GL Accounts” from the panel on the left
  3. Click on a GL account. If any transactions connected to the selected transaction have taken place, they will be listed in the “Spend Report” panel.

FEATURE FAQS

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