How to create a new ledger

1. Click on Settings
2. Select Chart of Accounts (or More > Settings > Chart of Account in Start)
3. Click on New ledger account (New Category in Start)
4. Within the New ledger account window opening, select a category and fill in all the other fields according to your needs.
5. Tick the different categories for which you want to activate the access of this account
6. Click on Save 

The ledger account will be added to your chart of accounts in the chosen category

Error message

"This account is already used" :  you are trying to create a ledger that is already present in the list, whether included or not. The system will not let you create 2 ledgers with the same number. Check the list and modify one of the digits to create a ledger number never used.

 
NOTE:

• Once created, ledger accounts cannot be deleted. The account can only be excluded from the chart of account.
  
• The Account Numbers are only numerical. A request for improvement to the development team has been submitted 
  
   

Length warning

• The maximum length of numbers for a ledger account is 8, including the first number for the Category. A request for improvement to the development team has been submitted to increase this number.
• 6 digit ledger numbers are recommended 
  
  

Other

When posting transaction or creating invoices, Accounting will provide ledger accounts based upon the information entered by the user  This informs which ledgers are possible choices.