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From the Choose GL Code window

Whenever you manually select a GL code, it is added to the Recent GL Codes list automatically. This means that you can select it from a list instead of manually entering the GL code in the future.

You can choose a recent GL Code using the Choose GL Code window by following these steps.

  1. Open a document and if it is not already selected, click on the Lines tab.
  2. Select a line item from the table by selecting its check box.

    The line and its values are displayed in the fields below the table.

  3. Click Choose GL Code.

    The Choose GL Code window is displayed.

  4. Select your code from the Recent GL Codes list.
  5. Optionally, select Save as favorite.

    This adds the GL code to your favorites list for future invoices.

  6. Click Set GL Code.

    The Choose GL Code window closes and your selected GL code is displayed in the GL Code field.