Creating A New GL Account & Sub GL Account
From time-to-time organization find the need to add additional General Ledger accounts. This article will instruct you how to add a new GL Account, and it will also instruct users on how to make a Sub-GL Account.
Instructions to Add a New GL Account
Navigate to the admin panel (Navigator>Admin)
Select "Ledger Accounts" to open the list of ledger accounts in your database currently.
When the windows open, there's the list of ledger accounts and box that will be empty.
For the new account, Fill in the details, Account number, name, and type.
To make it non posting, check the non-posting box.
Once completed providing all of the account details, click the accept button in the lower right.
Instruction for Creating a Sub GL Account
To assign the sub accounts, Slide the detail box to the right to display the list of accounts.
Click on the account to populate the detail window with the account details.
Check the "sub-account" box and use the dropdown to select the appropriate account number.
Once completed select Accept. You may be prompted with a dialog box asking if you'd like to create a new account or modify the exiting account. Select the option to modify the existing account.
For additional training on this subject, or any other, please contact your Account Manager or email pacificsolutions-support@cyncly.com.
Training-v25-20250919KS-KB