Creating General Ledger or Job Codes Manually

Complete this process to manually create a new General Ledger (GL) Code or Job Code (tracking category) to map to financial items—such as account types, charge types, and payment methods—within the database.

Note: General Ledger (GL) integration is a paid module. Please contact your MiClub account manager for pricing details.

Step-by-Step Instructions

1. Select Configuration from the main menu, then click Chart of Accounts (located under the Financials section).
2. Click the GL Code link to manage General Ledger codes, or click the Job# link to manage Job Codes.
3. Click the + Code button (or + GL Code) in the top right.
4. Enter the Code and Name, then click Save.
   • Tip: If you have GL integration enabled, make sure the Code and Name exactly match the corresponding codes in your accounting software.
5. Repeat these steps to create additional GL codes or job numbers as needed.

Once saved, the new codes will populate in their respective dropdown menus, ready for selection in your financial item configuration settings.