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      Assigning General Ledger Codes to Invoices

      This guide will walk you through the process of assigning General Ledger Codes to invoices in Fyxt

      1. Select an Invoice

      Begin by selecting an invoice
      Select an Invoice

      2. Optionally preview files

      Optionally select any files added to an Invoice to open a preview
      Optionally preview files

      3. Click "GL Codes"

      Navigate to the GL Codes section.
      Click 'GL Codes'

      4. Click Edit to begin

      Click to begin Edits
      Click Edit to begin

      5. Click here

      Click to Assign GL Codes to proceed to the next step.
      Click here

      6. Select the GL Codes needed

      Select the GL Code needed
      Select the GL Codes needed

      7. Enter an amount to allocate to the selected GL Code

      Allocate dollars to the Gl Code. The entered dollar amount will also display as a percentage of the total invoice. You may optionally flag any amount as a Tenant Billback
      Enter an amount to allocate to the selected GL Code

      8. Click Save to complete your GL Code mapping

      Finally, click Save to complete.
      Click Save to complete your GL Code mapping
      This guide covered the essential steps to assign General Ledger Codes to invoices in Fyxt, ensuring accurate financial tracking and reporting. Thank you!