Ledger Codes

Last updated: July 3, 2020 by ASL

Ledger Code is assigned to 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 reports needed.

Creating a New Ledger Code

1) Click +New Ledger Code.

2) Fill out the necessary details:

• Code - should be in format of 000-000-000

• Name - what to call the code

• Description - more details about the code

3) Once done, don't forget to click Add Ledger Code.

Editing a Ledger Code

Click the pen button of the code and modify the contents as needed

Deleting a Ledger Code

Click the red Trash can button to delete the code

Searching a Ledger Code

Click the search bar on the right side and type the other code to search

Import Ledger Code

1. To import a ledger code, Click "Upload" to open a modal containing requirements for CSV File Upload

1. Click on "Import File" as soon as file has been uploaded