Setting Up Ledgers
A ledger stores financial balances for an agency. Each accounting journal is associated with a single ledger.
You add, modify, and delete ledgers on the Ledger page.
Adding a Ledger
Select
.On the Ledger page, click Add.
On the Ledger Details page, enter values for the following fields:
Elements of the Ledger Details page
Page Element
Description
Ledger
Enter a unique identifier for the ledger.
Description
Enter a description of the ledger.
(Optional) Turn the Enabled switch off to make the row unavailable as a value on other pages.
New rows are active, by default.
Click Save.
Modifying a Ledger
Select
.Click a row on the Ledger page.
On the Ledger Details page you can:
Update the ledger description.
Enable for disable the ledger.
Delete the ledger. You will be prompted to confirm the permanent deletion.
Click Save.
Deleting Ledgers
Select
.Click Edit.
Select the check boxes next to the ledgers you want to delete.
Click Delete. You will be prompted to confirm the permanent deletion.