How do I create a new sales ledger account?

Creating a new Sales Ledger Account in Navigator allows you to manage and track transactions for new customers or accounts efficiently. This guide provides a step-by-step explanation of the process to ensure the account is set up correctly.

Steps to Create a New Sales Ledger Account

1. Access the Sales Ledger:

   • Navigate to:
     Accounts > Sales Ledger.

2. Create a New Account:

   • Click the "New" button.
   • A placeholder account with the name "New Account" will be created.

3. Update the Account Name:

   • Replace "New Account" with the correct name of the account in the designated box.

4. Enter Additional Details:

   • Fill in the following fields on the same tab:
     • Address: Enter the full address for the account.
     • Other Information: Add any additional details available, such as contact numbers or email addresses.

5. Save the Account:

   • Click "Save" to finalise the creation of the new sales ledger account.

Key Notes

• Accurate Information: Ensure the account name and details are entered correctly to avoid errors in transactions.
• Use Immediately: Once saved, the new account is ready to be used for sales ledger transactions.
• Video Tutorial: A video guide is also available to walk you through this process step-by-step.

Scenarios Where This Process is Useful

• Adding a new customer or account to the sales ledger.
• Setting up accounts for specific projects or departments.
• Managing ledger entries for newly onboarded clients.