General Ledger: To Create an Actual Ledger

In this activity, you will learn how to create an actual ledger for a company in MYOB Acumatica.

Story

Suppose that as an administrator, you need to create an actual ledger that will hold the history of all financial transactions of the SweetLife Fruits & Jams company.

Process Overview

In this activity, on the Companies (CS101500) form, you will create an actual ledger for a new company.

System Preparation

Before you start adding an actual ledger, make sure that the company you plan to associate with this actual ledger has been created, as described in Company Without Branches: To Configure a Company Without Branches.

Step: Creating an Actual Ledger

Perform the following instructions to create the actual ledger to be used by the company:

  1. Sign in to the company you have prepared with the admin username.
  2. Open the Companies (CS101500) form.
  3. In the Company ID box, select SWEETLIFE.
  4. On the form toolbar, click Create Ledger.
  5. In the Create Ledger dialog box, which opens, in the Ledger ID box, type ACTUAL.
  6. Click Create.

    The system creates and saves the ledger and closes the dialog box.

  7. On the Ledgers tab, verify that the ledger you have created is listed in the table.