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      How to Manually Create GL Accounts in Rose Rocket

      You can create and assign General Ledger code (GL codes) to invoice line items, carrier bills, and driver pay stubs—all within the Rose Rocket TMS.

      What You Can Do

      • Create your own GL codes (chart of accounts)
      • Apply GL codes to invoice line items, carrier bills, and driver pay
      • Group line items by financial category (e.g., Linehaul Revenue, Accessorials, Fuel Costs)
      • Automate GL code selection with Automation Builder
      • Prepare your accounting structure for future integrations

      Why It Matters

      Logistics businesses often track income and expenses using their own internal chart of accounts. This update allows you to reflect that structure directly inside Rose Rocket—making your billing, payables, and reporting processes more accurate and standardized.

      Where You'll See GL Accounts

      You can now apply GL codes to the following financial documents:

      • 🧾 Customer Invoices

      • 💸 Carrier Bills

      • 🚚 Driver Pay Stubs

      • 📊 Global FLI Board (Financial Line Items)

        Step 1: Create GL Accounts

        1. Go to Settings → Financials → Chart of Accounts

        2. Click + Create GL Account

        3. Enter:

          • Account Name (e.g., “Linehaul Revenue”)

          • Account Code (e.g., “4001”)

          • Account Type (e.g., Asset, Expense, Income)

        4. Your GL codes will be auto-saved.

        💡 These accounts will now appear in the GL Account field on invoices and bills. 

        Step 2: Assign a GL Code to a Line Item

        1. Open a quote, invoice, or bill

        2. In the line item table, find the GL Account or Accounting Category column

        3. Choose the appropriate GL Account from the dropdown

        Step 3: Set Up GL Code Automations (Optional)

        You can set up an automation to help assign GL codes automatically based on item descriptions, saving your team time and reducing errors.

        Contact support@roserocket.com or your account representative for support. 

        Feature Details & Callouts

        • 🔑 No external integrations yet, but setup paves the way for future accounting integrations

        • 🔍 You can report on GL codes, reporting tools may need to be configured by Rose Rocket Support

        • 🧾 GL codes are only visible and editable if users have access to invoices or bills 

        FAQs

        What’s the difference between a GL Account and a line item type?
        GL Accounts are financial categories tied to your company’s chart of accounts. Line item types are more operational, like "Fuel" or "Freight Rate"

        Can I automate which GL account gets assigned?
        Yes! Use Automation Builder to assign GL codes based on rules like item descriptions or types. Contact your account representative or support@roserocket.com for support. 

        Can I pull reports by GL account?
        Yes, but there are no out-of-the-box reports. You can request help from Rose Rocket to set up custom reports by GL code.

        Can I edit a GL account after it’s been used?
        You can rename or adjust it, but removing accounts used in transactions is not recommended.