GL Accounts mimic a Chart of Accounts. VetLogix recommends clients consult their financial team for assistance in configuring VetLogix GL Accounts to ensure compliance with business policy.
To kick off your account setup, VetLogix requires certain pieces of financial information from your practice. The first of those requirements is the setup of GL Accounts. These accounts are linked to such items as invoicing, products and services. They must be setup before you can move on to the next phase of your account setup, Taxes.
This video will walk you through how to setup your GL Accounts using the desktop admin app (app.vetlogix.io).