Edit General Ledger (GL) Numbers

iTracer lets you edit the GL number for up to ten transactions at a time in the Transaction function. This is a permanent update to the iTracer database, and it is particularly useful for those users that manually assign GL numbers to transactions.

To update a range of transactions with GL numbers, select Edit GL from the Transaction View drop down box.

The Edit GL View page displays.

Select a date range of transactions to edit by entering the respective dates in the From and To date boxes then click Go. Each page displays up to ten transactions from the selected date range.

To find transactions associated with a specific account, type the name or any part of the last name in the Find Account Last Names box and click Go.

Type the GL number associated with each transaction in the GL Number box.

When you have finished editing the GL numbers on a page, click Update before going to the next page. Otherwise, your changes will not be saved.