Set General Ledger Number From an Existing Form

This article provides steps to set a General Leger Account Number on an Existing Form.

The General Ledger Account Number can be set on an Existing Form under Edit Settings.

Steps to set a General Ledger Account Number from an Existing Form:

  1. From Forms go to Forms in the menu
  2. Select the desired Form to View
  3. From the ellipses (3 vertical dots) Select Edit Settings
  4. Locate and fill in the desired General Ledger Account Number (staff determines this number)

Select Update to processCheck this out for more information About General Ledger Account Numbers.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

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