GL Account Class List View

GL Account Classes are used to classify one or more GL Accounts into a group with other similar behaving accounts and for organizing financial reports. 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: 2022.11.28 and newer

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Toolbar IconsDescription
Column Filter Show/Hide

 Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.


Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. 

WARNING: Records cannot be recovered once they are deleted!

Upon deleting an existing Account Class, the system will resort the remaining Account Classes within the same Category.

ExcelExport the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. 
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Group By Show/Hide Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. 
HelpOpens the online WIKI help page for the current page. 

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NewInserts blank lines that allow adding multiple new records.
Quick Column Filter Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
SaveSaves all changes.
Saved Layouts Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).  Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected.  

Please note that existing saved grid layouts will display the Filter Row as hidden by default.

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. This value is always editable. 

Database Field: ERPx_GLAccountClass.ClassName 


Identifies the Category associated with the Account Class. This is a single-select standard lookup that is required. If missing, the message "Category is required." is displayed on Save. This defaults as blank and is always editable.

This lookup contains the values in the GLAccountClassCategory Enumeration Class.

Database Field: ERPx_GLAccountClass.GLAccountClassCategoryEN


A 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. 

Database Field:ERPx_GLAccountClass.IsInactive 


Identifies the sort order of the GL Account Class. This is a text box that is not required. If missing, the system will assume the Sort to be "10". If entered, this field must be a whole number. It defaults as blank and is always editable.

Sorting Rules:

  • The Sort column for each Category begins with 10 and always increments in multiples of 10. To insert a Account Class in between two other Account Classes, users may enter Sort values that are in between the multiples of 10. For example, users may enter a Sort value of "25" if they wish to add an Account Class in between the Account Classes with a Sort value of "20" and Sort value of "30" in the same Category. In this case, on Save, the Account class with a Sort value of "25" will be assigned a Sort value of "30" and the existing Account Class with a Sort value of "30" will be assigned a Sort value of "40".
  • If a new Account Class is added with the same Sort value as an existing Account Class in the same Category, the system will order the Account Class in ascending order based on the AccountClassSK. For example, if the "Asset" Category has three existing Account Classes ("Cash" with a Sort value of "10", "Inventory" with a Sort value of "20", and "Other Assets" with a Sort value of "30") and a new "Short Term Investments" Account Class (with a Sort value of "20") is added in the "Asset" Category, then the system will assign "Short Term Investments" a Sort value of "30" since the AccountClassSK of "Short Term Investments" is higher than the AccountClassSK of the existing "Inventory" Account Class. This would result in "Other Assets" being assigned a Sort of "40".
  • If an Account Class is deleted, all Sort values for the Category will automatically re-number. For example, if the Account Class with a Sort value of "20" is deleted, then the Account Class with the Sort value of "30" will be assigned a Sort value of "20". The Account Class with the Sort value of "40" will be assigned a Sort value of "30" and so forth.

Database Field: ERPx_GLAccountClass.Sort

Related Topics

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 Technical Details

Technical Details