GL Code Overview
Charges on both the Accounts Receivable and Accounts Payable side can have GL codes added that will pull through API and the Pricing Breakdown report. Please note this is a flag that will need to be requested through your Account or Customer Success manager.
To enable GL codes after the flag has been turned on, go to Settings - Accounting - Accounting Configuration:
If these are toggled on, then any time the charge with an associated GL code is added to billing or driver pay, it will pull through the API.
*Important Note: The setting displayed here under AP options to "use standard charge codes for manually added driver pay" MUST be toggled on for GL codes to work. This setting ensures the charge codes are being pulled from the charge codes settings so that users can not manually type in a new charge code when manually adding a driver pay line item.
Under Charge Codes the GL code can then be added by clicking the pencil icon:
In the case above, the user has terminals (multiple port / rail markets) enabled so a code can be designated per terminal.
Deduction GL Codes
These can be designated through the following types:
Deduction (Basic) Level - the GL code will apply when the deduction is added to settlement.
Driver Level - a driver specific GL code will apply when the deduction is added to that specific driver.
Terminal Level - a terminal specific GL code will apply when the deduction is added for that specific terminal.
These options can easily be toggled from Settings - Accounting - Accounting Configuration - Deduction Name:
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