To Add an Actual Ledger

In MYOB Acumatica, you add a new ledger of the Actual type as follows:

  • To add a new ledger and associate it with existing companies and branches, you use the Ledgers (GL201500) form.
  • To create a new company and add a new ledger, you use the Companies (CS101500) form.

For details on actual ledgers, see General Ledger: Actual Ledger.

To Add an Actual Ledger on the Ledgers Form

  1. Open the Ledgers (GL201500) form.
  2. On the form toolbar, click Add New Record.
  3. In the Ledger ID box of the Summary area, type the unique identifier to be used for the ledger.
  4. If needed, in the Description box, enter a brief description of the ledger.
  5. In the Type box, select Actual.
  6. In the Currency box (if applicable), select the currency of the ledger, which must be the base currency.
  7. On the Companies tab, for each company that you want to associate with this ledger, do the following:
    1. On the table toolbar, click Add Row.
    2. In the Company column, select the identifier of the company.
  8. On the form toolbar, click Save.

To Add an Actual Ledger on the Companies Form

  1. Open the Companies (CS101500) form.
  2. In the Company ID box of the Summary area, select the company for which you want to add a ledger.
  3. In the form toolbar, click Create Ledger.

    The Create Ledger dialog box opens.

  4. In the Ledger ID box, type the identifier of the ledger.
  5. Optional: In the Description box, check the description of the ledger, and change it if necessary.
  6. Click Create.

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 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.

The Branches tab appears on the form only if the Multibranch Support feature is enabled on the Enable/Disable Features form.