A ledger represents a standard chart of ledger accounts. A ledger contains a discrete set of accounts and transactions and is guaranteed to include equal debit and credit entries at all times. This guide will outline the steps to create a new ledger using the Modern Treasury dashboard.
To create a new ledger object
- Login to Modern Treasury
- Navigate to the Ledgers section
- Click 'Create New Ledger' in the upper right-hand corner
- Title the Ledger (description and metadata are optional fields)
- Click 'Create' to finish creating the Ledger