On the Ledger numbers page you record the ledger numbers that Logzi uses to classify documents, tax rates and payment methods for bookkeeping.
Click Main menu / Settings / System settings / Ledger numbers. At the top you see the New, Open and Delete buttons, below them the list with the ID, Name and Ledger number columns. The screenshots were taken in the Hungarian interface.
Click New, or select a row and click Open. In the window that opens, on the Actions tab, enter the Name (at least 2 characters) and the Ledger number (digits only), and add a Comment if needed. Click Save to save the data and Close to close the window.
To delete, select the row and click Delete. If a ledger number is already used in another setting, it is best to replace it there before deleting.
First record all the ledger numbers you use and only then assign them to tax rates and payment methods: this way every number is already available in the selection lists.
The fields of the ledger number editor window.
| Field | Required | Description |
|---|---|---|
| Name | The name of the ledger number, at least 2 characters. | |
| Ledger number | The number of the bookkeeping account; digits only. | |
| Comment | A free-text comment on the number. |
The Name must be at least 2 characters long, and in the Ledger number field you can enter only digits.
You can select the recorded numbers in bookkeeping-related settings, for example for tax rates and payment methods.
It is not advisable: first replace the number everywhere you selected it, and only then delete it.
You can specify the defaults for customers, suppliers, products and services on the Ledger number settings page.
The menu item is located under Main menu / Settings / System settings. If you do not see it, your user probably does not have the required permission; ask your administrator to check the settings.
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