TRAX MANUALS > G/L Interface > G/L Interface Module > G/L Interface, Update Menu > G/L Accounts

G/L Accounts

This section describes how to set up the General Ledger Accounts for financial control within the system.

The accounts set up here will represent the accounts that are set up in your current financial system.

Note: An interface transfer is only successful if the account names set up here are identical to those used by the financial software that the data is exported to.

The G/L accounts program is used to create the individual accounts that will be used within the system for different functionalities.

For more information regarding G/L Accounts, refer to the the following:

• Creating a New G/L Account
• G/L Accounts within the System
• Import Button, via G/L Accounts for G/L Interface, Setup

To include relevant information for the record, utilize the Notes button. To view additional information, refer to the G/L Accounts, Informational tab or Audit button.

The Print button can be used to generate the related reports.

This update window is also available in query mode where users can view the records provided in this window but cannot create new records or edit existing data. Refer to this module's Query menu.

G/L Accounts and J/E Expenditures