FORGE

GL Accounts

Read-only chart of accounts synced from Business Central.

  • Navigate: Settings → Financial → GL Accounts.

  • Filters: search number or name, Category dropdown, Active (Active only / All / Inactive only). Refresh runs a one-off sync for the current company.

  • Grid shows Number, Name, Category, Active, Modified On. Select Number to open the detail drawer.

  • Detail drawer surfaces External ID, category, active status pill, and modified timestamp; all fields are view-only.

  • Source of truth is Business Central; edits are blocked. If a sync fails you’ll see a toast and the list remains unchanged.***