99.987% uptime·0 security breaches·35+ years in education·Built and supported in the U.S.
Posted August 01, 2018
Creating Ledger
Go to Finance > Maintenance > Ledgers

Enter Ledger Name and click “Create New”

To provide users access to a ledger, go to Security > Users > Details > Ledgers, select the desired ledger and click “Save.” Similarly, to remove access, simply uncheck the box and click “Save.”

To access the new ledger, go to "Home" and select the new ledger from the "Ledger" drop down located to the right.

If there are certain accounts that may be available in multiple ledgers, you can associate them to other ledgers by going to Ledger > Chart of Accounts > Details > Associate with Ledgers.

Note: Even when an account is associated with multiple ledgers, financial activity for that account will be independent for each ledger
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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