View General Ledger Accounts

    View General Ledger Accounts


    Article summary

    The General Ledger (GL) Accounts page will show all GL Accounts saved in Steelhead. GL Accounts are accessible from the Domain page:

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    GL Account information is brought over to Steelhead from your accounting software by the integration. GL Account information that may be edited in Steelhead includes:

    • The Account Number that displays in Steelhead
    • The Type
    Quote and Breakdown info:

    The Quote provides what the line price total should be at Invoicing, but the breakdown between what GL Account that price should associated to are based on which Stations the parts are stepped through.

    Hide GL Account:

    To be able to hide the GL Account from showing up when adding a new part into a Quote you will go into your Domain Settings, scroll down to Invoicing and toggle on this setting. It will hide it from showing up anywhere.

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    Please note that GL Accounts are edited in your accounting software. Steelhead customer support agents are unable to change/edit in Steelhead, signified by the title being grayed out.
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