GL Summary Levels provide you the means to summarize your financial reports by attaching accounts to the various Summary Levels. You create and define your GL Summary Levels in this screen.

1. From the Main Menu, select Admin -> Setup - Ledger -> GL Summary Levels.


2. Your screen should look similar to this:







1. To Add a new Summary Level, click on the Add button.


2. To Edit an existing Summary Level, select the Summary Level from pull-down list and click on the Edit button.


3. Your screen should look similar to this:







1. Enter or update the name of the Summary Level in the box.


4. To return to the previous screen WITHOUT SAVING the changes, click the Back button.


5. To save your changes, click the Save button.


6. To delete an existing Summary Level, click on the Delete button.