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Ledgers are essential for managing and organizing financial transactions within an Account. You can manage the Ledgers in your Organization directly from Midaz Module.

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Current Ledger

To help you stay oriented, the name of the currently selected Ledger will appear on the header of the home page (Figure 1).

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Accessing the Ledgers page

To open the Ledgers page, click the Ledgers option in the Foundation section of the left sidebar menu. The Ledgers page will display a list of all previously created Ledgers with the current Ledger selected.

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Available actions

From the Ledgers page, you can:

Create a new Ledger

Edit a Ledger

Delete a Ledger

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Ledger settings

Each Ledger has a Settings tab where you can enable validation rules for Accounts and Transactions.
1

Open the Ledger details

On the Ledgers page, locate the Ledger you want to configure. Click the three dots () in the Actions column and select Details.
2

Open Settings

In the sidebar, click the Settings tab.
3

Update validation rules

Enable or disable Validate Account Type and Validate Routes according to how strict this Ledger should be.

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Available settings

SettingWhat it controlsWhen to enable
Validate Account TypeRequires new Accounts to use an Account Type registered for this Ledger.Enable when Accounts must follow a controlled classification model.
Validate RoutesRequires Transactions to match configured Accounting Routes.Enable after your Accounting Routes are planned or configured.
If Validate Routes is enabled before routes exist, Transactions that do not match an available route will fail validation.