Assign GL Codes to Facilities

This article will show you how to assign GL Codes to Facilities. Assigning a GL code will help avoid un-itemized entries later. If your Organization settings are set to require a GL code for facilities, staff will have to add a GL code before saving the facility.

Instructions

1. Navigate to Facilities, then to Facility List

2. Expand a Location

3. Edit a Facility

4. Navigate to the GL Codes tab

5. If there are no present GL Codes, click Assign GL Code

6. Fill in the fields

   • Cost Center: If available, select a Cost Center

   • GL Code: Select a GL Code

   • #: Input either a fixed dollar amount ($) or a fixed percentage rate (%)

   • Note: GL codes must add up to 100%.

     Note:

     We recommend assigning one code with 100%. This is the most common and reliable option. While the system does allow you to assign more than one code or use exact dollar amounts, we don’t recommend it. Using percentages helps the system track money more accurately, even if staff need to adjust fees at checkout.

7. Select Save Facility