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
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