How to manage GL codes?

Create a GL code

From the GL code tab, you can add and manage your GL codes.

• If your GL code does not exist already, you need to create a new GL code: 

You need to set up a name, a code (can include alpha-numeric characters), and one or more categories (generally we only track GL postings to accounts tied to "Income").

Then click on add GL code - and it will appear in your GL codes list: 

Assign a GL code - Old method 

Now that you've created your GL code you need to assign your fee/price to the GL codes:

• Assign admin fee to GL code

1- Go to GL code -> Management

2- Select Assign GL code

3- From the pop window - select: 

3a- GL code:

• Organization for memberships fees or sanctioning permit fees
• Event for event registration prices
• Product group for store product
• Identity Fee for Admin fee

3b- Select the fee you want to assign to a GL code

3c- (Optional) You can select on which price the GL code need to be assign, but SHOULD NOT BE USED FOR PERMIT FEES

3d- Select to which GL code you want to link your fee: 

3e- Double-check you got all the information you need, and select "add GL code"

Once you've done that, the GL assignment will show up in your GL code management table: 

From now on, all "purchases" of an Identity (Admin) Fee "Initiation Fee (one time)" will be posted on your financial dashboard under the GL code "EXAMPLE - 4000"

Assign a GL code - New method (easier and faster)

Since 2022, we've introduced a new GL codes setup tab on both membership organization dashboards, and club/event dashboard, allowing you to assign GL directly from your process setup on (memberships, registration categories, products, prices, application fees...).

To access that menu : 

• From a membership organization dashboard: registration configuration -> GL codes

• From an event/club dashboard: registration configuration -> GL codes