How to configure your Ledger?
1. Click the “FINANCIALS MODULE” icon.
2. Click the “CONFIGURE” button located at the top navigation bar.
3. Click on the “CONFIGURE LEDGER” button found at the left side bar. (Screenshot 01)
Edit Account Type
1. Click the “EDIT” button found at the right side of the window.
2. You will be redirected to this page. Reassign an Account Type by clicking the drop-down menu, and choosing a different GL Account.
3. Then, click “UPDATE”.
Assign New GL Account Type into GL Account
1. Scroll-down a bit, and you will see a different section for GL configuration.
2. Choose the GL Account Type you want to add.
3. Choose the GL Account you want it to assign to.
4. Click “ADD”
5. Your page will be refreshed. Notice that a new GL Account Type has been added.
NOTE: If you want to assign a specific GL Account that is not on the list yet, create a NEW GL ACCOUNT. To create a new account, please refer to this manual: CHART OF ACCOUNTS