Ledgers Creation

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    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
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