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General ledger

The Edit General Ledger Account form with locked code, description, account type, BAS code, classification, sort order and a deactivated toggle.

Figure 1 — editing a GL account. (1) The Code is fixed once created. (2) Account Type and BAS Code classify it for reporting. (3) The Deactivated toggle retires an account without deleting it.

  1. Add an account (or ✎ to edit).
  2. Set its Description, Account Type, BAS Code and Sort Order.
  3. To retire one, switch Deactivated on rather than deleting.
  4. Save.