To Associate a Ledger with [1]janiceThis change is needed because we have an entire section on "To Associate a Ledger with Multiple Companies," so it's not right to say the whole topic is about associating a ledger with **just one** company.2019/04/1120:24:47-07:00a[2]janiceinsert2019/04/1120:23:55-07:00t Least One Company

In MYOB Acumatica, you associate an[3]janice an2019/04/1118:22:26-07:00 [4]janiceThis begs the question of what happens with a new ledger, and it is not ideal to have a first sentence that opens up a question. You might want to add a sentence before this along the lines of 2019/04/1118:28:50-07:00existing ledgers with the[5]janice the2019/04/1118:23:53-07:00 companies as follows:

  • To associate a ledger with multiple companies, you use [6]janiceinsert2019/04/1119:51:03-07:00the Ledgers (GL201500) form.
  • To associate multiple ledgers with a particular company, you use the Companies (CS101500) form.
    Note: You can associate only one ledger of the Actual type with a company.

For details on ledgers, see Managing Ledgers.

Attention: To open any form, you can navigate to it or search for it (by its name or by its form ID without periods). For more information about search capabilities, see Search.

Before You Proceed

Before you start associating ledgers with branches, make sure that the necessary ledgers have been added on the Ledgers (GL201500) form. For details, see To Add an Actual Ledger.

To Associate a Ledger with Multiple Companies

  1. Open the Ledgers (GL201500)[7]EFeoktistovaDelete2021/12/2408:18:38+03:00 form.
  2. In the Ledger ID box[8]janiceinsert2019/04/1121:06:19-07:00 of the Summary area, select the ledger of the Actual type to which all financial transactions will be posted [9]janiceBut this does not make sense when placed in the To Associate a Ledger with [now 'at Least One'] Company > To Associate a Ledger with Multiple Companies topic and section. There's no particular company that "the company" can mean. Wouldn't this work if you said "for each company listed on the Companies tab for this ledger"?2019/04/1120:23:32-07:00for the company.
  3. On the Companies tab, for each company that you want to associate with a[10]janicea2019/04/1120:56:32-07:00[11]janiceinsert2019/04/1120:56:33-07:00the selected ledger, do the following:
    1. On the table toolbar, click Add Row.
    2. In the Company column, select the identifier of the company.
  4. On the form toolbar, click Save.

To Associate Multiple Ledgers with a Particular Company

  1. Open the Companies (CS101500) form.
  2. In the Company ID box[12]janiceinsert2019/04/1121:02:18-07:00 of the Summary area, select the company with which you want to associate a[13]janicea2019/04/1120:39:08-07:00[14]janiceinsert2019/04/1120:39:08-07:00each ledger[15]janiceinsert2019/04/1120:39:13-07:00 listed on the Ledgers tab for the selected company.
  3. On Ledgers tab, do the following for each ledger that you want to associate with the[16]janiceinsert2019/04/1120:57:51-07:00 selected company:
    1. On the table toolbar, click Add Row.
    2. In the Ledger[17]janiceinsert2019/04/1120:59:00-07:00 column, select the identifier of the ledger.
  4. On the form toolbar, click Save.