Adding a Work Order General Ledger Account

Adding work order general ledger accounts to the system allows you to create a list of G/L accounts available for use with the corresponding cash code.

1. From anywhere in IntelliDealer, navigate to the Configuration > Service > General Ledger > Work Order G/L Accounts.

   The Work Order G/L Accounts screen appears.

   The Work Order G/L Accounts screen

   
   

2. Click the Need to create a new G/L account? Click here to add link.
   The Work Order G/L Accounts screen appears.

   Work Order G/L Accounts screen

   
   

3. Enter a Location - or - click the Search icon to search for and select one.
   

4. Select a Cash Code from the drop down list.

   • 5 - Customer

   • 7 - Warranty

   • 8 - Internal

   • L - Labor

5. Enter a G/L Account number - or - click the Search icon to search for and select one.
   

6. Click the Save button to save the new G/L account and return to the Work Order G/L Accounts screen.
   - or -
   Click the Save & New button to save the new G/L account.
   The Work Order G/L Accounts screen refreshes allowing you to add another G/L account without closing the screen.