How to associate a general ledger (GL) code to a shift template

Adding a GL code to shift template will automatically include it when creating and assigning shifts.

To add a GL code to a shift template:

How to associate a GL code to a shift template

  1. In the left-side toolbar, select SETTINGS > #4 SHIFT TEMPLATES.
  2. In the row of the shift template, click on the PENCIL icon to open the shift. 
  3. Under the ACCOUNTING TOOLS section, select a GL CODE from the drop-down menu.
  4. At the top-right of the page, click SAVE
  5. In the pop-up box, select if you would like to UPDATE FUTURE SHIFTS with this GL code or LEAVE AS IS. 
    1. If you selected UPDATE FUTURE SHIFTS, click on CONTINUE.
    2. Using the checkboxes on the left, select shifts that would like to apply the GL code to. 
    3. Click UPDATE SHIFTS
    4. Click UPDATES COMPLETE. CLOSE. 

Notes:

  • You must first create GL codes in SubItUp to apply to shift templates. Click here to learn how to create GL codes.