Adding a General Ledger Account

Aptify follows standard accounting practices for setting up GL Accounts. During initial implementation, an organization either manually enters the chart of accounts from the general ledger system or imports them automatically using a conversion tool. In Aptify, the Chart of Accounts is referred to as the GL Accounts service. This service tracks an organization's set of GL Account codes, which the system automatically debits or credits when generating General Ledger (GL) entries.
GL Account Links In Aptify
The diagram above illustrates some of the services that use GL Accounts. Any service that deals with a financial transaction, such as Orders, Payments, Products, and Sales Tax Rate, can be assigned one or more GL Accounts.
This section covers the following topics related to GL Account Setup:

• Creating a GL Accounts Record
• About the Debit and Credit Account Types
• Maintaining GL Accounts in Aptify