Account Ledger

Navigation

• Click Operations from the top navigation menu.
• Select Accounts.
• Click Account Ledger.

Account Ledger

• The Account Ledger screen displays all the account ledgers created in the company.
• Use the Filter Account Name field to search for a specific account ledger.
• Each account ledger displays:
  • Name – Name of the account ledger.
  • Account Group – The account group assigned to the ledger.
  • Edit – Allows you to modify the account ledger details.

Create a New Account Ledger

• Click the + (orange) button to create a new account ledger.
• Enter the Account Ledger Name.
• Select the required Account Group from the dropdown.
• Click the ✓ button to save the account ledger.
• Click the ✕ button to cancel the entry.

Import Account Ledgers from Excel

• Click the Excel icon to import account ledgers in bulk.
• Use the Excel import option to upload the account ledger details instead of creating each ledger individually.