Direct-P2P: GL Codes

Adding and editing GL codes

• Head to Direct-P2P > DP2P Categories
• Click the 'General Ledger Codes' button in the top right-hand corner
• Here you can find a list of all General Ledger Codes on the software. You can use the Excel and PDF icons to pull off a report of all your GL Codes
• To add a new GL Code, at the top type in the Code and add a Label, then click '+Add'
• To disable a GL Code, click on the 'Edit' button next to it, untick the Enabled checkbox and click 'Save'.

You need to have GL codes set up in order to add DirectP2P cost categories!

Where can GL codes be viewed/used?

1. When adding Cost Categories you must select a GL Code
   1. Via Requirement
   2. Via DP2P Categories
2. When placing Requisitions - you can view the GL code connected to the Cost Category
3. In the Purchase Item screen - you can view the GL code
   1. You can change a multi-part GL code (if in use) but not the main GL code
4. In the Purchase Item Breakdown Report, you can report and filter by GL code
5. In the Invoice Export
   1. In the Invoice Batch File
   2. In the Commitment Batch File

Multi-part GL Codes

See here for more information on multi-part GL codes, if applicable.