Ledger number settings

Setting the default ledger numbers for customers, suppliers, products and services in Logzi.

Function overview

On the Ledger number settings page you specify which ledger number Logzi uses by default for each partner and product type.

  • Customer and supplier: the ledger number can be set separately for domestic and foreign partners.
  • Product and service: you can choose a number for domestic sales, foreign sales and purchasing.
  • One form: every value is set on a single page with a single save.

Step by step

1. Opening the page

Click Main menu / Settings / System settings / Ledger number settings. At the top of the page you see the Save button, below it four groups: Buyer (customer), Supplier, Product and Service. The screenshots were taken in the Hungarian interface.

Setting the default ledger numbers
Setting the default ledger numbers

2. Choosing the ledger numbers

In the Buyer and Supplier groups choose the ledger number for Domestic and Foreign partners. In the Product group set the number for Domestic sales, Foreign sales and Purchasing and warehouse, and in the Service group the number for Domestic sales, Foreign sales and Procurement. The lists contain the numbers recorded on the Ledger numbers page.

3. Saving

To record the settings, click Save. The change applies to documents created afterwards.

Tip


If you cannot find the number you need in the list, first add it on the Ledger numbers page and then come back to this page.

You record the numbers that can be selected here on the Ledger numbers page.

Field description

The setting groups of the page.

FieldRequiredDescription
Buyer – Domestic / ForeignThe ledger number used by default for domestic and foreign customers.
Supplier – Domestic / ForeignThe ledger number used by default for domestic and foreign suppliers.
Product – Domestic salesThe ledger number of products sold domestically.
Product – Foreign salesThe ledger number of products sold abroad.
Product – Purchasing and warehouseThe ledger number for purchasing and storing products.
Service – Domestic salesThe ledger number of services sold domestically.
Service – Foreign salesThe ledger number of services sold abroad.
Service – ProcurementThe ledger number for procuring services.

Frequently asked questions

When classifying a new document or item for bookkeeping, these values serve as defaults according to the type of the partner and the product.

The lists contain the numbers recorded on the Ledger numbers page. If a number is missing, add it there first.

Domestic applies to domestic, foreign to foreign partners or sales, so you can assign a separate number to each.

No, you need to click Save to record the changes.

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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