How do I customize account setting in ledger app?

Updated on January 23, 2017 01:26AM by Admin

Once you've enabled the Ledger App, Click on "Ledger Settings" to identify the financial year start date.
customize ledger settings 

Select "Ledger" -> "Calendar" and click on "Create" button, to create fiscal year.
select calendar under ledger

Select period from "Period Start Date" drop down and click on "Create".

create fiscal year
There are predefined categories of accounts seeded for your convenience with complete hierarchy.
You can also create your own accounts.

How do I create a new account under a parent account?

To configure your account setting in Ledger App.

Steps to Create a New Account

  1. Log in and access Ledgers App from your universal navigation menu bar. 
  2. Click on "More (...)" icon and select "Settings" located in the app header bar.
    ledger settings
  3. Click on “Account Types” -> "Accounts" -> "Accounts Master" under "Ledger" drop down from the left navigation panel. 
    click on accounts master
  4. Click on “Create” button to create a new account.
    click on create button
  5. Fill in the following details: 
    • Account Name – Name of the account.
    • Account Number – Number of the account.  
    • Account Type – Type of the account. Select from a predefined list. 
    • Enable - Toggle it ON/OFF to make it enabled/disabled.
      create accounts master popup
  6. Click on “Create” button to complete. 
    account created successfully
  7. Click on "More Details (...)" under "Actions" column to update the account.
    update created account
  8. By default, created account will be in enabled mode.

Related Links