Financial - Account - How To Add Ledger

Sidra

Last Update 19 days ago

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Steps to Add a Ledger
Login as an "Admin"


  1. Go to "Financial".

  2. Click on "Account Module".

  3. Click on "Account Master".

  4. Click on "Add/Edit Ledger".

  5. Select the "Account Group".

  6. Enter the "Ledger Name".

  7. Enter the required details:

    • "Mobile Number"

    • "Email Address" (if applicable)

    • "Address"

    • "Opening Balance"

  8. Click on "Add New Ledger".


Steps to Edit a Ledger


  1. Go to "Financial".

  2. Click on "Account Module".

  3. Click on "Account Master".

  4. Click on "Add/Edit Ledger".

  5. Select the required "Group Type".

  6. Locate the ledger from the list.

  7. Click on "Edit".

  8. Update the required details.

  9. Click on "Update Ledger".


    Thank You 
    Scientific Study Team



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