Overview
The General Ledger is a system-generated ledger that is automatically created for you when your instance is deployed. It is best for grouping balances that belong to your organization, e.g.,@Revenue
, @Fees
, etc.
Balances in the General Ledger are marked with the @
icon indicator in your Transactions and Balances tables.
To learn more about how it works, see our General Ledger | Developer Docs.
Create General Ledger Balances
To create a balance in the General Ledger with the@
indicator:
- Create a new transaction on Cloud.
- In the Source or Destination field, enter your preferred indicator instead of a balance ID, e.g., to record transactions to revenue, enter
@Revenue
in the destinations field. - Provide the remaining required fields and click Create transaction.