Create a gl account

Goal

Create a new gl account with the required parties and lines.

Who it is for

clerk

Preconditions

• You are signed in to the correct tenant.
• You have permission for this action.

Steps

1. Open Chart of accounts → New.
2. Select the counterparty and document date/reference.
3. Add lines (items, quantities, prices/costs, tax as needed).
4. Review totals, then Save (and Post if your process posts immediately).

Result

A gl account exists in draft or posted state per your action.

Related

• work/accounting/accounts/list
• work/accounting/accounts/edit
• work/accounting/accounts/overview