Financials FAQ

In this article:

• How to add a General Ledger (GL) Account?
• How do I delete a General Ledger (GL) Account?
• How to edit a General Ledger (GL) Account ?
• How do I reuse a General Ledger (GL) Account that has been deleted/archived?

How to add a General Ledger (GL) Account?

1. Go to Admin > Firm > General Ledger Accounts.
2. Click Add 
3. Fill in the details.
   NOTE:  If the GL you're trying to add is already in the system and was deleted/archived, you get a pop-up asking if you want to reactivate it, say Yes to add it back. 
4. Click Save.

How do I delete a General Ledger (GL) Account?

Deleting a GL account is not an option in Legal Accounting, but we can archive it so it can't be used anymore.

1. Go to Admin > Firm > General Ledger Accounts.
2. Locate the GL you want to archive and click on the trashcan icon.
3. Confirm the deletion (to archive).
   NOTE:  Once you have archived the GL, you will not be able to run a detailed General Ledger report for the account, but the entries will still be reflected on other financial report. Please also note that you will not be able to archive any control account.
   
   If you get an error that says, "Resource being used", it means that the GL is being used by something else like in Activity Code and you can't delete/archive it.

How to edit a General Ledger (GL) Account ?

1. Go to Admin > Firm > General Ledger Accounts.
2. Locate the GL you want to archive and click on the pen icon.
3. Make the change you need.
4. Click Save.

How do I reuse a General Ledger (GL) Account that has been deleted/archived?

The deleted/archived account would need to be reactivated and changed to a different name so that it can be reused.

• See How to edit a General Ledger (GL) Account and How to add a General Ledger (GL) Account?

Message: You have chosen a special/control GL account. Continuing may cause a discrepancy between the General Ledger and Sub Journal.

When you attempt to post directly to a special or control GL account in Legal Accounting, the system will issue a warning. 

To proceed, you must check the box that says: "I acknowledge that I understand..." this confirms that you understand the implications of posting directly to a control account.