In the GoFreight system, only Admins and General Managers can create or edit G/L Codes (General Ledger Codes). Users in other roles must obtain approval from an Admin or General Manager before a GoFreight support agent can grant them this permission.
Please note that once a G/L Code is created, it cannot be deleted but can only be deactivated. Therefore, we strongly recommend consulting with your finance or accounting department, or seeking professional advice from your CPA (Certified Public Accountant), before creating a G/L Code.
To create a G/L Code in GoFreight, please follow the steps below:
- Navigate to “Settings” > “Accounting” > “G/L Code” on the navigation bar.
- Click the green "+" button to add a new G/L Code.
- Fill out the following columns:
- G/L Code: Type in the new G/L Code.
- Type: Select the correct type of G/L (e.g., Income, Expense).
- Group: This should match the Type when applicable.
- Description: Enter a description for the G/L Code.
- Sub: Enter if applicable, or leave blank.
- Acct. G/L Code: Enter if applicable, or leave blank.
- Checkbox for Module Settings: Select the modules in which you want this G/L Code to be displayed.
- Note: If you uncheck “Active,” this G/L Code will no longer be shown in the Deposit or Payment modules.
- Click “Save” to complete the process.
How to Edit a G/L Code in GoFreight
If you need to edit an existing G/L Code, please follow the steps below:
- Navigate to “Settings” > “Accounting” > “G/L Code” on the navigation bar.
- Double-click the G/L Code you want to edit.
- Rearrange the information as needed (Type, Group, Description, Sub, Acct G/L Code, check/uncheck “Active”, "Deposit", “Payment”).
- Click “Save” to complete the editing process.
For a visual guide on this feature, please refer to the following video: