Ledgers Creation

The creation process of a new Ledger

The creation process of Ledger is as follows:

Navigation: Menu > Ledger App > Listview > Create (+) 

Note: Before going to create a Ledger, the user needs to create Ledger Group!

Field Name Field Description Mandatory
Ledger Name Enter the name of the ledger. Yes
Opening Balance Enter opening amount for the ledger. No
Amount Cr/Dr Select the amount, type from the drop-down list. No
Ledger Group Name Select the ledger from the drop-down list. Yes
Contact Name Select the contact person’s name from the drop-down list. No
Opening Balance Date Select the date for the ledger from when it should be counted. No
Branch Name Select the branch names from the drop down list. Yes
Description
Description Enter the short notes. No
Apply all the required details and click on save.
in Ledgers