This article explains how to create a new General Ledger (GL) account in Property Vista. In this example, we will create a new account using the Bank Account Type.

STEP 1: Navigate to General Ledger Accounts

Go to:

ADMINISTRATION → FINANCIAL → ACCOUNTING → GL (GENERAL LEDGER) ACCOUNT

Select + NEW GL ACCOUNT to begin creating a new account.

PLEASE NOTE: System Defined Accounts

Accounts marked as System Defined are used by the CRM and billing systems as default accounts for billing transactions.

• System Defined accounts cannot be deleted.
• The account name and account number can still be edited.
• Accounts that are not System Defined can be edited or deleted.

STEP 2: Enter the Account Details

Complete the required account information and select SAVE.

Completion

Your new General Ledger account has now been created.

You can add additional GL accounts as needed to support your organization's accounting requirements.

When creating an account, ensure the Account Type matches the financial category you are configuring, such as Bank, Expense, or Income.