How to create a new ledger?

  • Support |
  • 0 step |
  • 42 seconds
  • RoomraccoonRoomraccoon
Click "Finance"
Click "Ledgers"
Click "NEW LEDGER"
Click the "Name " field.
When setting up the "Ledger", ensure that it is a numerical value (i.e. numbers instead of letters or symbols). \ \ Note: If you have an accounting connection with RoomRaccoon, ensure that it is exactly the same number as in your accounting system.
Click the "Ledger" field.
Note: If you have an accounting connection with RoomRaccoon, ensure that the VAT percentage is exactly the same as in your accounting system.
Click the "VAT percentage " field.
NOTE: If you have already set up a revenue group, you are able to add it to the ledger.
Click this dropdown.
Click "SAVE" Be aware that once you press save, you cannot edit the ledger. Since it is permanent, be extra sure to enter the correct VAT amounts and codes.
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