--- title: "Create a GL Type" slug: "create-gl-type" description: "Create a custom GL Type in R365: name it, assign to Balance Sheet or P&L, select accounting type, set sort order, and enable Percent Of optionally." updated: 2025-10-30T14:00:49Z published: 2025-10-30T14:00:49Z canonical: "docs.restaurant365.com/create-gl-type" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a GL Type Custom GL Types are created from either the ['Create' menu](/doc/docs/r365-navigation#create-menu) in the Restaurant365 header, or from the '+Create' button on the top of the [GL Types](/doc/docs/gl-types) page. Restaurant365 includes the following GL type presets, which can serve as a guide for creating custom GL types tailored to specific reporting needs: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/50897d29-2fca-4830-8f5d-3c1a02911fa0.png) --- ## Security Users must have the following permission to create GL Types: - General Ledger → GL Types → Create GL Types These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Create a GL Type *Click steps to expand for additional information and images.* ****1)** Create a new [**GL Type record**](/doc/docs/gl-types#gl-type-screen)**.**** ****From the 'Create' Menu:**** 1. Open the menu from the '+Create' button in the Restaurant365 header. 2. Click 'GL Type'. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KP7FMV3M.png) ****From the** **GL Types** **Page:**** 1. Navigate to the [GL Types](/doc/docs/gl-types) page. 2. Click the '+Create' button in the top right. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4H5EHAMH.png) ### GL Type Record General Tab ****2)** **Name** the new GL Type as it should appear on the financial report.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P46WFCM0.png) ****3)** Assign the **financial report**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BQIO327C.png) ****4)** Assign the appropriate **accounting type**.** When **Balance Sheet** is selected as the 'Financial Report', the accounting type options are: - Asset - Liability - Equity ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-80E2NIFV.png) When **Profit & Loss** is selected as the 'Financial Report', the accounting type options are: - Sales - COGS or Prime Cost - Operating Expense - Non Controllable Expense - Corporate Overhead & Other - Income Tax ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GXHO8VZH.png) ****5)** Set the typical balance as **debit** or **credit**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VEWJRU83.png) ### GL Type Record Report Settings Tab ****6)** Set the **sort order** on financial reports.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SJR57I9L.png) > [!TIP] > Refer to the GL Type Presets table above to align the new type with existing GL Types on the report. ****7)** Turn off **Show Total**. *(Optional)*** Uncheck the box to disable the 'Total' line item for this GL Type on the financial report. *(Default is 'On')* ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OFZ09P7Z.png) ****8)** Define **Percent Of** to modify the **% Based On** column of the financial report. *(Optional)*** - **None** - no special calculations occur for this account on the financial report. *(Default)* ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SGOY17DW.png) - **Type** - reveals the **Percent of Type** field. In combination, this makes the financial report display the account value in the '% Based On' column as 'Type: *selected Percent of Type*'. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U55B1K9D.png) - **Account** - reveals the **Percent of Account** field. In combination, this makes the financial report display the account value in the '% Based On' column as 'Account: *selected 'Percent of Account*'. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CLJ86EX3.png) ****9)** Turn on **Show Running Total**. *(Optional)*** This adds a new running total line item to the financial report. When selected, the '**Running Total Label**' and '**Running Total Percent Of**' fields will appear. ****a)** Label the **Running Total** line as it should appear on the financial report. *(Required)*** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NEZPMTT1.png) ****b)** Define **Running Total Percent Of** to modify the **% Based On** column of the running total line on the financial report. *(Optional)*** - **None** - no special calculations occur for this account on the financial report. *(Default)* ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MVIKDPB2.png) - **Type** - Reveals the **Running Total Percent Of Type** field. In combination, this makes the financial report display the value in the '% Based On' column as 'Type: *selected 'Percent of Type*'. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-H1R30F1X.png) - **Account** - Reveals the **Running Total Percent Of Account** field. In combination, this makes the financial report display the value in the '% Based On' column as 'Type: *selected 'Percent of Account*'. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SF48M9T1.png) ****10)** **Save/Close**.** The **Save** menu (A) includes options to: - **Save** - Saves changes and remains in the current GL Type record. - **Save and New** - Saves changes and creates a new GL Type record. - **Save and Close** - Saves changes and returns to the previous screen. To close the record without saving any changes, click the **X** button in the top right (B). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K8JC9YIU.png)