Setup GL Account Codes

To Access GL Account Code Setup Information

  1. From the ChargeTracker Main Menu window, choose Setup Information.
  2. From the ChargeTracker Setup window, choose Item Setup Information.  Click the GL Account Code tab.

Existing codes will be displayed.

To Add a GL Code

  1. In Item Setup Information, on the GL Account Code tab, click the Add GL Code button.  The GL Account Code window will appear.

  1. Click the down arrow to the right of the Facility Name field to choose your facility.
  2. Type in the new code in the GL Code field.
  3. Type in a new description in the GL Description field.
  4. Click Save.  To add multiple GL Codes, click the "Save and Add Another" button.  Click Cancel to exit the window without saving changes.

To Edit a GL Code

  1. To change a GL Code, highlight the existing text then type in the new GL code and description.
  2. Click the save button to save changes.  Click Cancel to exit without saving changes.

To Delete a GL Code

Only GL Codes that are not in use may be deleted.

  1. From the ChargeTracker Main Menu window, choose Setup Information.
  2. From the ChargeTracker Setup window, choose Item Setup Information.
  3. From the Item Setup Information window, click the GL Account Code tab.
  4. Double click the GL Code you wish to remove.
  5. From the GL Code window, click the Delete button.