GL (General Ledger) accounts are essential for tracking spend against your chart of accounts. You can easily create, edit, and bulk manage your GL accounts within Tradogram.

Step-by-Step Guide to Add a New GL Account

1. Click on the dropdown menu in the top-right corner of the screen and select "Manage Company."

2. Select "GL Accounts" from the left-hand panel.

3. Click the "Add New GL Account" option at the top right of the page.

4. Enter a descriptive Name for the new GL account, as well as the unique GL Number.

5. Optionally, assign any desired default GL account associations with item and supplier profiles. This ensures the GL account is automatically applied to transactions involving those items or suppliers.

6. Click "Add GL Account" to save the new GL account.

Bulk Editing and Importing GL Accounts

If you need to update or add multiple GL accounts quickly, you can use the bulk edit/import function:

1. From the GL Accounts page, export your existing GL accounts as a CSV file.

2. Open the downloaded CSV and modify the necessary details (names, numbers, etc.).
3. Crucial Note: Ensure that the data in Column A (the GL code) remains unchanged. As long as this code is preserved, the system will recognize and update the existing GL account when you re-import the file.
4. Save the sheet as a CSV file and import it back into Tradogram.

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