Creation of GL Accounts




  • STEP 1: Log in to the Back Office
  • Log in to the Back Office system using your admin credentials.





  • STEP 2: Click Banking/GL
  • From the main menu, select Banking/GL.





  • STEP 3: Click GL Accounts
  • Access the list of existing GL accounts.





  • STEP 4: Click New Account
  • Under the Money section, check the last number (for instance, 3906) to identify the next available account code.





  • STEP 5: Input Account Code
  • Enter the next sequential number following the last account under Money (such as 3907).





  • STEP 6: Input Account Name
  • Type SECURITY BANK (SB) as the name of the new account.





  • STEP 7: Click Account Group
  • Open the dropdown menu for account grouping.





  • STEP 8: Click Money
  • Select Money from the list of available account groups.





  • STEP 9: Click Add Account
  • Finalize the process by clicking *Add Account* to successfully create the new GL account.