Managing Certify AP GL Accounts

A General Ledger (GL) Account is an account or record used to sort, store and summarize a company's financial transactions. You may need to edit, add, or delete GL Accounts.

This article will show you, an Accounts Payable Employee, how to manage your GL Accounts.

Step 1: On your Certify homepage, click the AP tab.

Step 2: Click Go to AP.

Step 3: This is your Certify AP dashboard. Click the Budgeting tab.

Step 4: In the GL Accounts box, click Set Up GL Accounts.

Step 5: This is the Set Up GL Accounts page. To enter a new GL Account, enter a Number and Account Name.

Step 6: Click Add Account.

Step 7: The new GL Account will appear within the existing GL Accounts list below. To edit the account, click the pencil icon.

Step 8: From here, you can edit the Account Number, Account Name, and Activate/Deactivate the GL Account.

Please Note: Once a GL Account is created, it can only be Deactivated, not deleted.

Step 9: Click Update to complete.

Step 10: You can also search for existing GL Accounts to edit in the Filters box. Search for specific GL Accounts by using the Search box, or search for a list by using the Active Only, Inactive Only, and All filters.

Step 11: Click Apply Filter to search.

Step 12: A list of GL Accounts that matched your search criteria will appear below.