Managing Ledgers

Manage Ledgers in your Organization from the Midaz Module — create, edit, and delete them, and enable Validate Account Type or Validate Routes.

A Ledger groups the Accounts and Transactions in your Organization. You manage these Ledgers from the Midaz Module.

Current Ledger

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The name of the current Ledger appears in the header of the home page (Figure 1).

Figure 1. Section displaying the name of the current Ledger.

Accessing the Ledgers page

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To open the Ledgers page, click the Ledgers option in the Foundation section of the left sidebar menu.

The Ledgers page lists every Ledger in your Organization. The current Ledger appears selected.

Available actions

From the Ledgers page, you can:

Create a new Ledger

Edit a Ledger

Delete a Ledger

Ledger settings

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Each Ledger has a Settings tab where you can enable validation rules for Accounts and Transactions.

1. Open the Ledger details

   On the Ledgers page, find the Ledger you want to configure. Click the three dots () in the Actions column. Select Details.

2. Open Settings

   In the ledger details sheet, click the Settings tab.

3. Update validation rules

   Enable or disable Validate Account Type and Validate Routes for this Ledger.

Available settings

Setting	What it controls	When to enable
Validate Account Type	Requires new Accounts to use an Account Type registered for this Ledger.	Enable when Accounts must follow a controlled classification model.
Validate Routes	Requires Transactions to match configured Accounting Routes.	Enable after your Accounting Routes are planned or configured.

Do not enable Validate Routes before your Accounting Routes exist. A Transaction that does not match a route fails validation.