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Must know
  • Seven codes are seeded at signup — one revenue code for each sellable type (programs, events, competitions, memberships, passes, products) plus 2100 Sales Tax Collected.
  • Default codes can’t be deleted — only deactivated — and any code with ledger entries can’t be deleted either.
  • The Ledgers page also shows revenue by code, a lightweight financial report, and where each code is assigned.
GL codes (general ledger codes) are the accounting buckets your sales are sorted into. Every Uplifter club gets a small chart of accounts automatically, so your revenue is categorized for bookkeeping from day one. You’ll find it under Settings → Financial Setup → Ledgers (the “Ledgers & GL Codes” page). Code types Each code is one of five types: Revenue, Expense, Liability, Asset, or Equity. The seeded defaults are the six revenue codes (one per sellable type) and the 2100 Sales Tax Collected liability code. You can add your own codes with the New GL Code button. What the Ledgers page shows
  • Overview — your GL code list plus a Revenue by GL Code chart of invoiced revenue.
  • Transactions — the debits and credits recorded from journal entries. Use Export to download every matching transaction (not just the current page) as a CSV.
  • Assignments — which programs, events, competitions, memberships, passes, and products are tagged to each code.
  • Financial Reports — a lightweight revenue-and-balances view.
Deleting codes Default codes and any code that already has ledger entries are protected — deactivate them instead. For a code you can delete, removing it simply clears the tag on past sales; those lines just become untagged. Related: How do I assign a GL code to a program or product? · Which reports show revenue, tax, and receivables? · How do I connect QuickBooks or Xero and sync?