Add a Ledger Type

Use the New Ledger Type dialog box to add a custom ledger type.

To add a ledger type

1. In the menu bar, click Tools > Options.

2. Click the Ledger Types tab.

Name: Name of the ledger type.

Credit Group Type: Group to receive a credit for this transaction type. For example, media requests for portfolios held do not incur a credit for any party; however, a buyback ledger type offers credit to the investor. 

Debit Group Type: Group to receive a debit for this transaction type. For example, media requests for portfolios held incur a debit for the investor.

System: Indicates "True" for system-defined ledger types and "False" for custom ledger types.

3. In the toolbar, click Add.

4. Complete the information and then click OK.