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 the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

2. From the Setup drop-down list, select your offering.

3. Select Accounting from Functional Areas and then select the Manage Ledgers task.

4. On the Ledger page, click Add.

5. On the New ledger drawer, enter values for the following fields:

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

6. Turn on the Enabled switch to make the row available as a value on other pages.

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

8. Click Save.

Modifying or Deleting a Ledger

1. On the Ledger page, select the row for the ledger you want to modify.

2. On the Ledger details drawer you can:

   • Update the ledger description.

   • Enable or disable the ledger.

   • Delete the ledger. You will be prompted to confirm the permanent deletion.

3. Click Save.