Adding New GL Accounts
A chart of accounts is a list of categories used to classify and differentiate financial assets, liabilities, and transactions within your general ledger (GL).
To add a new GL account name, perform the following steps:
1. Navigate to Payers dashboard.
2. On the All tab, select the Payer.
The Payer Overview page appears.
3. From the left panel, select Settings, and then Chart of Accounts.
The Chart of Accounts page appears.
4. Click Add New.
The Add New General Ledger Account dialog box appears.
5. Select the account type from the Account Type list.
6. Enter the GL account name you want to add in the Account Name box.
7. Click Save.
A new GL account is successfully added and displayed under in the Account Name column.