To Add a Reporting Ledger

In MYOB Advanced, you use the Ledgers (GL201500) form to add a reporting ledger to keep the results of translations or consolidations for reporting purposes. For details on reporting ledgers, see Reporting Ledgers.

To Add a Reporting Ledger

  1. Open the Ledgers (GL201500) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Ledger ID box, type the unique identifier to be used for the ledger.
  4. In the Description box, briefly describe the ledger.
  5. In the Type box, select Reporting.
  6. In the Currency box, select the currency of the ledger.
  7. On the form toolbar, click Save.

Notes About the Procedure

The notes in this section describe the nuances of the UI elements available on the form, such as when an element is required and when it is not, and when the system fills in settings by default. This section can include other notes.

Note that you can search for a form by its name or its form ID (without periods). For more information about search capabilities, see Search.

Note the following about the Summary Area of the form:
  • The Currency box is available only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.

You can later delete the ledger or modify its properties only if it has no journal entries or other records.