How do I Customize the Ledger App?

Ledger App Settings

Ledger settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application.

1. Log in and access Ledger App from your universal navigation menu bar. 
2. Click on "More (...)" icon and select "Settings" located in the app header bar.
   

A popup will appear with a group of configurations on the left, now we'll go through each one with their actual values and adjust them on the right:

• General
  • Collaboration
  • Quick Links
  • Tags
• Email
  • Email Templates
• Ledger
  • Calendar
  • Close Parameters
  • Line of Business
  • Account Types
  • Accounts
  • Currencies
  • Journal
    • Templates
    • Types
    • Numbering
  • Legal Entities
  • Scheduled Transactions
  • Statements
• Accounting Rules
  • Invoice
  • Expense Reports
• Customize App
  • List Layouts
  • Views
  • Master Layout
• Security
  • Actions
• API
  • Create
  • Query List

Related Links

• Change Fiscal Year
• Create New Journal Transaction
• Customize Account Settings in Ledger