Accounts Module in LedgerX – Ledgers & Groups Explained
The Accounts module is where all your ledgers and groups are managed. These accounts are used across sales, purchases, GST, and reports.
1
Open Accounts
Go to Accounts from the menu to view all ledgers.
2
View Ledgers & Groups
- Use the dropdown to switch between Ledger and Group
- See account balance and type (P&L or Balance Sheet)
3
Add a Ledger
- Click ➕ Add Ledger
- Enter Ledger Name
- Choose Under Group
- Choose Under Group
4
Add a Group (Optional)
- Switch to Group
- Click ➕ Add Group
- Enter group name and parent group
- Save
5
Use in Transactions
Created ledgers automatically appear in sales, purchases, payments, and reports.