Where do the GL accounts come from?
A GL account (General Ledger account) could be compared to a folder where a company keeps track of all money-related activities of a certain type. In Proprli, when starting a project, creating tickets, or MJOBs, finances are taken in consideration. The GL accounts are a way of managing the budgets designated for each item.
The GL accounts you have set up for your company are imported as part of the onboarding process. We can import them manually, or directly from your bookkeeping software via an API integration.
Follow the steps below to learn how to access the GL accounts for each asset in Proprli.
Step 1: Within the asset you want to manage, click on Edit Details in the top right-hand corner of your screen.
Step 2: Go to the sixth tab, GL accounts, and you will see a list of the accounts that have been added to the asset.
Codes follow the company's policy.
Step 3: Within Proprli, the GL accounts can be used to manage MJOBs, Projects, and Work orders (both Contracts and Ticketing work orders).
Essentially, the GL account is used as a “budget code” - meaning that you are categorizing all your expenses. Whenever you are instructing a supplier, you want to select the right GL account so that you can categorize and track the expense.
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