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Select a GL code manually

If the GL code that you need is not listed in either the Recent GL Codes or the Favorite GL Codes, it is possible to select that code manually.

You can manually select a GL code 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. In the Select individual GL segments area, select a value for each segment.

    If GL segment hierarchy is enabled then only the first segment is available for selection. After selecting the first segment, the second segment is available, and so on, until the entire GL code is selected.

  5. Optionally, select Save as favorite.

    When selected, this GL code is included in the Favorite GL Codes list for subsequent invoices.

  6. Click the Set GL Code button at the bottom of the page.

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