Guides

Creating a new Ledger

If your Organization already has Ledgers but you need to create a new one, follow these steps.

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  1. From the Ledgers page, click the New Ledger button in the top-right corner (Figure 1).
Figure 1. New Ledger button.

Figure 1. New Ledger button.


  1. The New Ledger form will appear.

  2. Enter the Ledger name in the Ledger Name field.

  3. (Optional) To include metadata, select the Metadata tab. This will display two fields: Key and Value.

    1. To add more metadata, click the plus (+) icon next to the first row.

  4. After completing the form, click Save.

  5. A success message will appear in the top-right corner of the screen, and the new Ledger will be added to the list on the main Ledgers page.

Updated 25 days ago