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"General ledger accounts"
"General ledger accounts"

Creating, importing, archiving and expanding G/L accounts

Timo Kretschmer avatar
Written by Timo Kretschmer
Updated today

In order to be able to use G/L accounts in the request (processing) or release, they must first be created. You can only add G/L accounts to an invoice if they exist in your CANDIS account. In the

Settings you will find the G/L accounts menu.

The G/L accounts menu item contains the management of your G/L accounts. Here you can

  • create them,

  • upload or

  • archive them.

Create G/L accounts individually:

If you only want to create a few G/L accounts, you can add them under the menu item “+New”. To create them, you only need

  • number and

  • G/L account name.

The numbers must be identical in Candis and your accounting software.

TIP: The name of the account can vary. You can therefore choose a name that best suits your company. Account names are often rather cryptic or difficult to understand. This name is not sent to the accounting or tax office.

Import G/L accounts:

You can select the “Import” submenu via the 3 dots at the top right. Here you can upload your file with the G/L accounts.

We recommend that you only import the posted accounts and not the entire chart of accounts!

Archive G/L accounts

As soon as you archive a G/L account, it is no longer displayed in the selection. It is therefore almost like deleting/inactivating it, except that you can still search and filter for it.

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