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.
If you need to edit a G/L Code (General Ledger Code), please follow the steps below:
- Navigate to Settings > Accounting > G/L Code on the navigation bar.
- Double-click on the G/L code that you wish to edit.
- Rearrange the selections as needed, which may include Type, Group, Description, Sub, and Acct G/L Code. You can also check or uncheck the options for Active, Deposit, or Payment.
- Once you have made your changes, click Save to finalize the edits.