General ledger accounts (also known as accounting accounts) are created on the Pismo platform to maintain a comprehensive record of all financial transactions that occur within an organization. An accounting script specifies two general ledger accounts—one for the debit transaction and the other for the credit transaction. This supports the double-entry accounting method, which helps to ensure comprehensive and accurate financial reporting.

For information about general ledger accounts on the Pismo platform, refer to Accounting overview.

List general ledger accounts

To list general ledger accounts:

1. From the main menu, select Setup > General ledger accounts.
2. On the General ledger accounts screen, select an account to view its details.
3. (Optional) To rename the account, select the Edit icon next to the account name.

Create a general ledger account

For more information, refer to Create accounting account.

To create a general ledger account:

1. From the main menu, select Setup > General ledger accounts.
2. On the General ledger accounts screen, select Create.
3. On the Create a general ledger account screen, enter a name for the account.
4. Enter an account number (up to 50 characters).
5. Choose the programs that you want to use this account using search and browse.
6. Select Next.
7. Select Finish.

Deactivate a general ledger account

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Control Center does not allow updating or deleting general ledger accounts. However, you can deactivate them. For details, refer to Deactivate a general ledger account.

Once an account is deactivated, it cannot be reactivated. You can still search for deactivated general ledger accounts.

To deactivate a general ledger account:

1. From the main menu, select Setup > General ledger accounts.
2. On the General ledger accounts screen, select Deactivate account.
3. Select Deactivate account again to confirm.