GL Code Code Table

Code tables allow a user to setup a list of pre-determined data which can be allocated within the system.

The GL Code table maintains a list of general ledger accounts, as defined in the principal’s accounting system. This table provides the link through which general ledger entries from Resrequest can be batched for manual or automatic posting to the accounting system.

Click here for GL Code Table Terms and Definitions »

To Add a Record:

Click the New button on the toolbar, the New button on the toolbar becomes impressed (to indicate you are in new mode) and the cursor focus is placed on the first field in the edit area. Enter the respective information in the fields available in the edit area and click Save on the toolbar to add the new record to the list.

Note: Use the TAB key and SHIFT+TAB to move the cursor between fields in the edit area.

To Edit a Record:

Select the record from the list (the record is populated in the edit area — the edit area is the area at the top of the form where new can be added or amended). When the record is populated in the edit area, click the Edit button on the toolbar. Edit the information as required and click Save on the toolbar to update the changes (the record is saved and returned to the list).

Note: Use the TAB key and SHIFT+TAB to move the cursor between fields in the edit area.

To Save a Record:

After editing or creating a new record, click the Save button on the toolbar to save the changes. The record will be added to the list and the edit area will return to New mode for the next record to be created or you can select an existing record from the list for editing.

To Delete a Record:

Select the record from the list (the record becomes populated in the edit area), click the Edit button on the toolbar to access edit-mode. Click the Delete button on the toolbar to delete the record.

Once a period has been allocated in the system it cannot be deleted.

Other Tips for working with Code Tables:

Use the arrows in the header row to sort the results into ascending or descending order.
Click the Print button on the toolbar to print a list of records.

Terms and Definitions

Name	Description of the ledger account, e.g. “Sundry services”. Duplicate names are not allowed.
Number	General ledger code as defined in the accounting system, e.g. “GL001-253”