How do I edit or add a GL Account in Settings?

Edit or add GL accounts to settings in Accounting

Follow these steps to edit or add a GL account in Occupier settings.

1. Go to >Settings>Accounting>Legal Entities>GL Accounts
   
   
   
2. To edit or delete an account select the ellipsis button to the right of the account type column.  Before deleting an account, confirm that it has not been associated with any measurements. 
3. Once you've made your updates in the Edit Account window, simply click 'Submit' to save your changes.
   
4. To add a new GL account, first select the legal entity for which you want to create the account. You'll notice the parent entity shown at the top of the page. To pick the parent GL accounts, just click on the GL Accounts tab as mentioned in step 1, and then select the Add Account button.
5. Create the account information and select the account type, click 'Submit' to save your changes.  
   
6. If you'd like to add or edit GL accounts for a different legal entity or subsidiary, simply click on the subsidiary tab and choose the appropriate subsidiary from the list.  Repeat the steps above to add or edit a GL account.