Ledger Codes Setup

Last updated: January 2025

This feature allows you to assign different debit or credit entries to make accounting easier and more functional. By assigning numerals to different types of payables or receivables, it quickly sorts the information and prepares the reports needed.

Access and Navigation

To access this module, go to Planning > Finance Setup > Ledger Codes Setup

If you are unable to view the link from the list, check the privilege assigned to your account or role.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen

Create a Ledger Code

• Click + New button

• Fill out the necessary details:

  • Code - No formatting required

  • Account Name - what to call the code

• Once done, click Add Ledger Code

Edit a Ledger Code

To edit, click the Pencil button of the Ledger Code and modify the contents as needed. Click Edit Ledger Code once completed.

Delete a Ledger Code

To delete, click the Trash bin icon of the Ledger Code then a pop-up window will show up to confirm your intended action. Once decided, select Yes otherwise click on No.

Ledger Code Priority

Users can set the priority level on each ledger code/account code by rearranging the order through dragging and dropping.

• Ledger Codes will be only one page

• New Codes will be added at the end; priority number increments by 1 each time

• Deletion will adjust priority up