Step 1: Log in at using your username and password

Step 2: Select Account Trees in the side panel

Step 3: Select Add New Account Tree from the top right corner


Step 4: Name your Account Tree to help identify the correct tree when adding to a property, should you have more than one. 

Step 5: Select bulk upload to upload your full Account Tree 

Screenshot_2023-04-20_at_3.47.08_pm.pngOR create individual GL codes using '+ New Acccount'


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