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The GL Account Classes are used to classify one or more GL Accounts into a group with other similar behaving accounts. For example, you may have several revenue accounts that are all classified as "Sales" Accounts. The purpose of the GL Account Class List View is to show, add, and edit all the options for categorizing GL Accounts. From here, users can add new records and edit or delete existing records. GL Account Classes are used exclusively for grouping data on financial reports and have no other functionality in the software. 

Software Version: 2019.09.03 and newer

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Toolbar IconsDescription
Cancel

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Cancel - List View EditLV
Cancel - List View EditLV
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Delete
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Delete - GlobalLV
Delete - GlobalLV
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Edit
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Edit - List View LV (MLMulti Line)
Edit - List View LV (MLMulti Line)
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Excel
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Excel - Global (old)
Excel - Global (old)
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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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Grid Layout - Global
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Help - Global Icon
Help - Global Icon
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New - In line add
New - In line add
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Save - Global
Save - Global
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FieldsDescription
Account Class

The unique identifier of the record. This default to blank but is required for all records, must be unique and must be <= 50 characters. If a duplicate value is entered, he message "Duplicate Account Classes are not allowed" will be displayed on Save.

Linked Database Field: ERPx_GLAccountClass.ClassName 

InactiveA Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for other master files. If set to 'No' then the record is "Active" and can be freely used. 'No' values display as blank in the grid. This value is always editable. Linked Database Field:ERPx_GLAccountClass.IsInactive 

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