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Working with Ledgers

This job aid contains instructions related to managing ledgers in MYOB Acumatica.

Adding a Budget Ledger

  1. Open the Ledgers (GL201500) form.
  2. On the form toolbar, click Add New Record.
    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.
  3. Type the unique identifier for the ledger in the Ledger ID box.
  4. In the Description box, briefly describe the ledger.
  5. In the Type box, select Budget.
  6. In the Currency box, select the currency of the ledger.
  7. On the form toolbar, click Save.

 

Adding a Reporting Ledger

  1. Open the Ledgers (GL201500) form.
    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.
  2. On the form toolbar, click Add New Record.
  3. Type the unique identifier for the ledger in the Ledger ID box.
  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.

 

Adding a Statistical Ledger

  1. Open the Ledgers (GL201500) form.
    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.
  2. On the form toolbar, click Add New Record.
  3. Type the unique identifier for the ledger in the Ledger ID box.
  4. In the Description box, briefly describe the ledger.
  5. In the Type box, select Statistical.
  6. In the Currency box, select the currency of the ledger.
  7. On the form toolbar, click Save.