Create a GL or Job Code - Manual Process

Complete this manual process to create a new General Ledger Code or Job Code (tracking categories) to map to a financial item, such as account types, charge types and payment methods, within the database.

General Ledger (GL) integration is a paid module. Ask your MiClub account manager for pricing.

Step 1 - Create the GL Code or Job Number

• Select Configuration from the main menu and then Chart of Accounts, located under the Financials section
• Click on the name GL Code link to create a new General Ledger Code, or click the name Job# link to create a new Job Code
• Select the +GL Code button or +Code button
• Enter the Code and Name, then Save
  • If you have GL integration enabled ensure the Code and Name match to the same general ledger or job codes in your accounting software
• Repeat to create multiple GL Codes or Job numbers

The new codes will populate in the respective drop menus available for selection in the financial item configuration settings