Ledger Settings in Accoxi

Here user can set the ledger format of the Organization in it.

Ledger

Ledger

A ledger is the principal book or file for recording and totaling economic transactions measured in terms of a monetary unit of account by account type, with debits and credits in separate columns and a beginning monetary balance and ending monetary balance for each account.

Ledger settings in Accoxi

Accoxi is most modern accounting software that provides easy and deliberate results for accounting. It provides the function of Ledger settings and user can set the ledger format of the Organization in it.

Ledger (1)

Ledger

Click on the Settings menu on the top right side of the page. Then list of settings tab will open.

 

Select the option Ledger from  Accounts head, then it opens to Ledger Settings page.

Ledger 2

      Fields

                             Description

Filter

Filter of Ledger can be done in two ways-Either user can directly enter the ledger name into the search bar near filter option or by clicking the filter drop down. The user can filter the data by selecting account group or by enter ledger name.

   

            

     

Refresh

If the latest data is not displayed, click on the refresh icon on the top right corner of the page to fetch  the new data. 

                      

 

Add New

This menu is using for the purpose of create a new ledger. By clicking the Add New menu, new window will open and the user needs to enter the details to the form to create a new ledger. 

 

                   

 

Export

The ledger details can be export to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click on save.

 

     

 

Delete

This option is to delete the un-wanted ledger from the list. User can select multiple ledgers by marking on the left side box and can delete it.

 

               

 

Pagination control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button. It jumps to the said page.

 

 

Exit

Exit menu is using for go to the previous page without saving the ledger form.

 

                    

 

Steps to add a new Ledger

1.Click on the Settings menu on the top right side of the page. Then list of settings tab will open, select the option Ledger from General settings option, then it opens to Ledger page.

2.Click on the Add New menu on the top right side of the page, then it opens to new Ledger form.

3.Select the group of account on Account Group field, that the user want to create new Ledger. By clicking on the select option, list of available account group will appear and user can select the required one.

4.After select the account group, user needs to enter the name of new ledger on Ledger

5.After enter the whole details, click on the Save menu to create new Ledger.

                                      

 

Frequently Asked Questions?

01How do I filter the data in the ledger window?

  • Click on the settings => ledger
  • Filter option is available below the ledger search bar at the left hand side. Ledger can be filtered based on account group and ledger name. Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter down arrow option you can give the details into the fields directly.

02How do I create new ledger?

  • Click on the settings => ledger
  • Click the Add New button
  • a new window will open and the user needs to select the account group from the drop down list and should enter the ledger name
  • Then by clicking save button user can create a new ledger.

03How do I delete a ledger created?

  • Click on the settings => Ledger
  • Select created ledger using the tick mark
  • Use the delete button in the bottom left corner
  • And click yes to delete the ledger