From the General Ledger codes section, you are able to add custom GL and Sub-GL categories, so that your ledges better reflect your business needs.
To use only your company's custom GL Codes:
1. Go to Main Navigation > Administration
2. Click Default Settings tab
3. Click Edit
4. Untick the box next to Use Default GL Codes - this should be at the top of the Default Settings section
5. Click Save to submit this change to Clarity365
Please note that when ticked, you will only be able to see your company's custom GL codes whenever there is the option to select GL codes such as when inputting expenses or purchase orders. To see all GL codes, including the Default GL Codes, ensure that the tick box next to the Use Default GL Codes in Default Settings is ticked.
Adding a GL category:
1. Go to Main Navigation > Administration
2. Click GL Codes tab
3. Click the New GL Category sub tab
4. Enter the new category name in the New Category section - you will also be able to view a list of your current GL categories to ensure that you have not inputted the same GL category twice
5. Click Save to submit the new GL category in Clarity365
Please note, you can delete GL categories that you no longer need. For more information please see below.
Adding a GL sub-category:
1. Go to Main Navigation > Administration
2. Click GL Codes tab
3. Click the New GL Sub Category sub tab
4. Please select the category you wish the new Sub GL category to enter
5. Enter the new sub category name in the New Sub GL Category section - you will need to input this before you can save
6. Click Save to submit the new sub category in Clarity365
Deleting a GL category:
1. Go to Main Navigation > Administration
2. Click the GL Codes tab
3. Find the category or sub category you would like to delete in the GL category table in the GL Codes Summary
4. Click the Delete icon to remove the category or sub category
Please note, you cannot delete Default GL Codes. However you can choose to hide the default GL codes by navigating to Main Navigation > Administration > Default Settings and untick the tick box next to Use Default GL Codes in the Default Company Settings section.
When unticked, you will not be able to select the Default GL Codes when inputting GL Codes, for example when inputting an expense or a purchase order.