Creating and Managing GL Code Rules

Creating and Managing GL Code Rules

Overview

GL Code rules in LedgerSync for Accounting CS help automatically assign correct GL codes to transactions. This article explains how to create and manage GL code rules.

Understanding GL Codes

GL codes are numeric identifiers that categorize expenses. Common ranges include:

  • 6100-6199: Office Expenses
  • 6200-6299: Professional Fees
  • 6300-6399: Travel and Entertainment
  • 6400-6499: Insurance
  • 6500-6599: Payroll and Benefits
  • 6600-6699: Occupancy

Creating GL Code Rules

Method 1: Manual Creation

  1. Go to Settings page
  2. Scroll to GL Code Rules section
  3. Click Add New GL Code Rule
  4. Enter pattern, type, GL code, and description
  5. Choose scope (Client-specific or Firm-wide)
  6. Click Save

Method 2: From Corrections

When you correct a transaction, the system automatically creates a GL code rule.

Method 3: Vendor Association

Associate GL codes with vendor rules in Settings for automatic assignment.

Best Practices

  • Use Contains pattern type for flexibility
  • Create firm-wide rules for common expenses
  • Associate GL codes with vendors
  • Start with high-volume categories
  • Maintain consistency across clients

Need Help?

Contact: support@ledgersync.com

Related Articles:

  • Article 81: Understanding the Review and Export Workflow
  • Article 83: Creating and Managing Vendor Rules

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