A GL code maps each category to the corresponding nominal record in your accounting software. It is a mandatory field on every category and is applied to the expense line at the point of creation, and re-evaluated before export.
GL codes can be simple numeric codes, or combined with tags to create more complex coding structures for detailed analysis.
Remember: GL codes are mandatory within a category.
Assigning a GL code
Go to Setup > Categories.
Click + Category to create a new category, or click the Edit icon on an existing one.
Click in the GL Code field to open The General Ledger Code form.
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Enter the numeric Code, e.g. 4200.
Optional: select one or more Tags to combine with the code. The GL code will be generated as a combination of the numeric code and the tag values.
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Click Save on the General Ledger Code form, then Save in the category record.
Note: For more complex analysis, tags and costing records can be used alongside GL codes. See Introduction to tags.