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

1. Select Accounting Setup > Ledger.

2. On the Ledger page, click Add.

3. On the Ledger Details page, enter values for the following fields:

   Page Element	Description
   Ledger	Enter a unique identifier for the ledger.
   Description	Enter a description of the ledger.

4. (Optional) Turn the Enabled switch off to make the row unavailable as a value on other pages.

   New rows are active, by default.

5. Click Save.

Modifying a Ledger

1. Select Accounting Setup > Ledger.

2. Click a row on the Ledger page.

3. 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.

4. Click Save.

Deleting Ledgers

1. Select Accounting Setup > Ledger.

2. Click Edit.

3. Select the check boxes next to the ledgers you want to delete.

4. Click Delete. You will be prompted to confirm the permanent deletion.