Learn how to create a Transaction Ledger, to appear on Owner Accounts at a Firm level that is available and usable by all Associations.

Create a New Firm Ledger


Step 1. Navigate to Firm > Manage Firm


Step 2. Select the Field Labels Tab


Step 3. Complete the fields in the Firm Ledger Num window.


  • Name- Enter the name for the Ledger


  • Number- Enter an identifying number for the Ledger, if needed.


  • Enabled- Check this box to activate the Ledger and make it available to all Associations.


  • Show on Portal- Click this to make the ledger available on the Portal 



PART 2-  Select Transaction Types


Once you have created the new Ledger, the next step is to link specific Transaction Types to the ledger. For example if you have created a separate ledger for Fines, you will need to link all Fine Transaction Types to the new ledger. 


NOTE- The steps below can also be used to add a newly created Transaction Type to an existing Ledger. 


Step 1.  Navigate to Accounting > AR > AR Setup > Manage Firm Trans Types


Step 2.  Use the Search fields to locate the Transaction Type you wish to add to the New Ledger, or scroll to the Transaction Type. 


NOTE- You can add more than one Transaction Type to a Ledger, however they must be added separately. 


Step 3.  Click the Pencil icon corresponding to the Transaction Type to Edit the record.


Step 4. From the dropdown menu under Add to Ledger, select the correct ledger from the list.



Step 5. Click the Save button to finalize.