General Ledger

Using GL Codes in Limble

Rachel Link avatar
Written by Rachel Link
Updated over a week ago


In Limble, you can import or create general ledger (GL) codes to keep track of parts and labor spending for seamless bookkeeping outside of our software.

This article will teach you how to use GL codes in our purchasing system and look at PO items by GL code from our custom dashboard.

(Note: this feature is only available to Enterprise customers. To learn more, reach out to our support team.)

Table of Contents

Creating GL Codes

Creating GL codes in Limble is easy to do.

Go to Locations > [Select Your Location] > Purchasing and start or open a PO.

In the PO setup screen, under the GL column, click the "+" button. From the new dropdown, select "Add General Ledger."

In the new window, customize your general ledger.

  • In the Abbreviation field, add a shorthand to identify your GL. The abbreviation must be between 1 and 4 characters.

  • In the Name field, enter the name of the GL.

  • In the Description field, enter a description to help users make the correct choice.

  • You can also associate an asset with the GL by clicking the green text.

Once you have filled in each field, click "Add."

You can make changes to your GL at any time by hovering to the right until the cog icon appears. Clicking this will bring up the same configuration window.

Importing GL Codes

If you have several codes to use, you can import them into Limble all at one time.

In the GL configuration window, click "Import."

In the new window, click "Sample Import File" to download the sample spreadsheet.

Open the file.

The following fields are required, and the columns should not be moved or renamed:

  • General Ledger Name is the full general ledger name.

  • Abbreviation is the shorthand 1-4 characters code to quickly identify your GL.

Optionally, you can include:

  • Description to help users make the correct choice when selecting the GL.

  • "Asset ID or Asset Name" to associate an existing asset in Limble to a general ledger. You must use the exact asset name or ID, which can be found in the asset card.

You are limited to 2,000 general ledgers per import. If you have more, be sure to split up your import spreadsheets and label them accordingly.

.csv and .xlsx files are the recommended file types for your upload. .xlsm files are not accepted by Limble.

Be sure to delete the sample rows provided.

Once you have added your general ledgers, save your file and go back to the import window in Limble.

Click "Upload CSV."

Then, upload the file.

You can click the blue text to expand the list to see which GL codes will be added to Limble.

To proceed with your upload, click "Confirm."

Your general ledgers will now be available to use!

Using GL Codes in a Purchase Order

Once your GL codes are in Limble, you can use them in your POs.

Open or create a PO.

Under the GL column, click the "+" button. Choose from the list of GLs. If you don't see the one you need, use the search bar.

Once the GL is selected, it will be associated with that PO item. You can choose a GL code for each PO item if there is more than one in a purchase order.

GL Codes from the Custom Dashboard

You can review and export general ledger activity from the Custom Dashboard page.

Create a new widget by selecting "Add Widget."

In the new window, select the following configuration options:

  • I want.... "POs"

  • You can select any status or budget options

  • Viewed as a.... "List"

  • I would like to view.... "PO Items"

  • Item Details should include, at minimum, GL and Total

Once the widget generates, you can look at general ledger activity.

Click the cloud icon to export your list and use the exported data for bookkeeping outside of Limble.

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