Guides

Creating the First Ledger

If your Organization doesn’t have any Ledgers yet, follow these steps to create one.

Suggest Edits
  1. From the Ledgers page, click either the New Ledger button in the top-right corner or the button in the center of the screen (Figure 1).
Figure 1. Button to create a new Ledger

Figure 1. Button to create a new Ledger


  1. The New Ledger form will appear on the right side of the screen.

    1. Enter a name for the Ledger in the Ledger Name field.
    2. (Optional) To add metadata, use the Metadata tab. This will display two fields: Key and Value.
      1. To include additional metadata, click the plus (+) icon next to the first row.

  2. Once you’ve completed all the required fields, click Save.

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

Updated 25 days ago