Create a GL Group Code

System Location: Settings > Base Tables > GL Group Codes

GL group codes are used to organize GL accounts within JobBOSS2, providing the structure for the chart of accounts. The system comes with a default list of group codes, however group codes can be added, removed, or edited as needed.

Group codes are required for the creation of GL accounts.

For more information see GL Group Codes.

  1. Click the Settings button.Settings_Button
  2. Open the Base Tables dropdown menu.
  3. Select GL Group Codes.
  4. Click New (located at the top of the page.)

Provide Values

Provide information for the fields listed below at a minimum to take advantage of JobBOSS2's reporting and analysis tools in addition to benefiting from its ability to pass information along from one part of the software to another.

An asterisk [*] indicates a required field.

  1. Provide information as appropriate:
    • *GL Group Code: Determines the order in which group codes appear on financial reports
    • Description: Appears on GL Group Code Navigator and various reports for reference
    • Classification: Determines whether the group code appears on balance sheet or income statement
      • A (Asset) - Balance Sheet
      • L (Liability) - Balance Sheet
      • O (Owner's Equity) - Balance Sheet
      • S (Sales) - Income Statement
      • E (Expense) - Income Statement
      • I (Other Income) - Income Statement
  2. Click 'Save' to save and close the record.
    1. Use the Save dropdown menu if you want to create a new record or print a report upon saving.