1. Hover over Admin Management
2. Click on Manage GL Code Default Settings
3. There are two options to edit GL Code Assignments
a. Click the Download button which will trigger the download of CSV Excel File
b. If you have current GL Code assignments listed, under either category 3, category 4,
or category 5, click an Edit
i. Select Account GL Code
ii. Enter in Department Code (optional)
iii. Enter in Subaccount Code
iv. Select "Is this a conditional Capital Category"
c. Click "Save" - A blue pop up message will let you know you have “Successfully saved
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