Add GL Code Lookup

Owned by Steve Cullen
Last updated: 28 Feb, 2023
2 min read

Lookups are lists created and maintained by a Staff User. Once created, they can be used as type-ahead and dropdown lists throughout ResPax booking forms and maintenance screens. The GL Code list comes with 5 entries by default. A Staff User can add custom data to the list, and can disable the original entries but not delete them.

Instructions

Step-by-step guide to adding GL Code Lookups

(Navigation : Tools / Financials )

  1. From the main menu, click Tools

  2. Click the Financials menu

     

  3. Select the GL Codes tab

  4. To add a GL Code, click on the Add GL Code button

  5. Add the Code, and Description, and Type, and click on the Save button (all fields are mandatory)

Code must be unique among the GL Codes
The Type should be a short name used to group GL Codes by type in your custom exports or reports

 

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