In this guide, we will take you through the process of creating Ledger Codes in the MAT Finance Module.

Note: All pages below are subject to having relevant Roles and Permissions.

From the left Menu go to Config > Finance > Ledger Codes

This will bring up a lost of all Ledger Codes in the system as per the DfE Chart of Accounts.

You may wish to add to these ledgers

To Add a New Ledger click on +New

This will bring up a box for completion. Select the DfE Account Code (eg 360100) this will automatically add the next available Ledger Code, the Ledger Group and the Leger Type

Add Description and Start Date. Tick if this is to be active

Once complete, Click Save

This Ledger Code is now available for use within the Finance Module