How to Manage GL Transaction Config

Use this workflow to change the account mapped to an existing GL transaction configuration row.

When to use this workflow

Use this workflow only when accounting has approved a change to the account used by a configured automated transaction type.

Do not use this workflow to correct a single historical transaction. Changing GL Transaction Config affects future automated postings that use the mapping.

Before you start

You need:

• admin or executive access.
• The transaction type and debit/credit side to change.
• The approved replacement account.
• Confirmation that the replacement account exists in the chart of accounts.

Screen path

Dashboard > System Settings > Accounting > GL Transaction Config

Steps

1. Open System Settings.
2. In Accounting, select GL Transaction Config.
3. Find the row by Transaction Type and Debit/Credit.
4. Confirm the row description matches the posting behavior you intend to change.
5. Select Edit.
6. Select the replacement account from the Account dropdown.
7. Select Save.
8. Review the row and confirm the account number and description are correct.

What happens behind the scenes

PAX sends the selected account number to the GL transaction config endpoint. The backend verifies that the account exists, then updates the config row.

Automated posting functions that reference the transaction name can use the new account for future journal entries.

PAX does not recalculate or move journal entries that were already created. Use the appropriate finance correction workflow if a historical posting needs correction.

Related docs

• GL Transaction Config Overview
• Chart of Accounts Settings Overview
• How to Manage Chart of Accounts
• General Ledger Overview