Entering GL codes

Access: Menu Administrator

We recommend entering a General Ledger (GL) code for all your items, so your reports are easier to manage. GL codes appear on your weekly sales and finance reports. A GL code isn't required — you can still Save draft or Save & publish an item without one if you don't have a code available yet.

Entering a GL code

1. In the Item editor, select the category the item is in.
2. Select the edit icon under Actions, next to the item you want to update or select +Add item to create a new one.
3. Under Internal, enter your code into the GL code field. You can also add a note in Remarks (export only), if needed. 
   
   
   
   
4. Select Save draft if you need to come back and finish it later, or Save & publish to apply your changes to the item.

Note: the GL code and Remarks fields are never visible to families — they're for your own reporting only.

How GL codes appear on your reports

Items that share the same GL code are combined into one line on your summary report. Your detailed report lists each item separately, alongside its GL code.

Related articles

• Creating a new item