--- title: "GL Types" slug: "gl-types" description: "GL Types classify accounts (Asset, Liability, Equity, Sales, COGS, Expense) for Balance Sheet and P&L. Configure sort order, totals, Percent Of." updated: 2025-10-30T14:01:50Z published: 2025-10-30T14:01:50Z canonical: "docs.restaurant365.com/gl-types" --- > ## 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. # GL Types GL types group similar General Ledger (GL) accounts so they display together on financial reports like the Balance Sheet and Profit & Loss. Each GL account must have a GL type to ensure accurate sorting, grouping, and subtotaling on reports. Restaurant365 includes a number of preset GL Types, and users can [create new GL Types](/doc/docs/step-by-step-style-guide) to meet their reporting needs. --- ## Security **GL Type Permissions are found in the Permission Tree as follows:** The Permissions listed here are associated with GL Types. These Permissions can be added to Custom User Roles or single Users. Learn more about [managing Permissions and Custom User Roles here](/doc/docs/custom-user-roles). - General Ledger - GL Types - View GL Types - Edit GL Types - Create GL Types - Delete GL Types The [Permission Access report](/doc/docs/generating-a-permissions-access-report) can be used to determine which [User Roles](/doc/docs/security-permissions-user-roles) or [Users](https://help.restaurant365.net/support/login) already have these Permissions assigned. Learn more about [User Setup and Security here](/doc/docs/user-setup-security-and-location-access). --- ## Navigation **Navigation Steps** 1. Open the **Admin** application. 2. Expand the **Accounting** folder. 3. Click '**GL types**'. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AGG2Z9F4.png) --- ## GL Type Presets GL Types are customizable to meet the reporting needs of your organization. Restaurant365 has the following GL Type presets: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/50897d29-2fca-4830-8f5d-3c1a02911fa0.png) --- ## GL Type Screen Clicking any record in the GL Type grid opens the GL Type screen to edit the details and report settings. ### General Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1P6AQP1U.png) | | Field | Description | | --- | --- | --- | | 1 | Name | A unique GL Type name as it will appear on **Financial Reports**. | | 2 | Financial Report | **Balance Sheet** or **Profit & Loss**. | | 3 | Type | The corresponding **Accounting Type** for the GL Type. The available Accounting Types in Restaurant365 are: - Asset - Liability - Equity - Sales - COGS or Prime Cost - Operating Expense - Non Controllable Expense - Corporate Overhead & Other - Income Tax | | 4 | Typical Balance | **Debit** or **Credit**. | ### Report Settings Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-62V7EENF.png) | | Button/Field | Description | | --- | --- | --- | | 1 | Sort Order | The order in which the GL Type is sorted on **financial reports**. | | 2 | Show Total | Enabled by **default**. Adds a separate line item at the bottom of the GL Type section on **financial reports** to display the GL Type total. | | 3 | Percent Of | **Modifies the '**% Based On**' column of the financial report. The options are:** **None -** (Default) No special calculations occur for this account on the financial report. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0e0f43df-84f2-4cdf-91f2-e5cb7e78ce49.png) **Type -** Reveals the '**Percent of Type**' field. The financial report displays 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/02ca7518-a343-4c96-bee6-366154de5cf6.png) **Account -** Reveals the '**Percent of Account**' field. The financial report displays the value in the '% Based On' column as 'Account: *selected 'Percent of Account'*. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/4b167dc7-3063-4ecc-9694-3fd75f2610cd.png) | | 4 | Show Running Total | **Reveals the '**Running Total Label**' and '**Running Total Percent Of**' fields, and adds an additional line under the GL Type line item on the **financial report**. The 'Percent Of' options are:** **None -** *(Default)* On the financial report, this GL Type will not have any additional calculations performed/results displayed for the running total line. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CQIK2GS7.png) **Type -** Reveals the '**Running Total Percent Of Type**' selector. The financial report displays the value in the '% Based On' column of the running total line as 'Type: *selected 'Percent of Type'.* ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KTZ9GX5O.png) **Account -** Reveals the '**Running Total Percent Of Account**' selector. The financial report displays the value in the '% Based On' column of the running total line as 'Account: *selected 'Percent of Account'*. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ACSBA43I.png) |