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Create a new ledger

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Summary 

Learn how to create a new ledger in Box & Dice to record and manage transactions efficiently.

This article covers:

How it works

Adding a ledger is essential to record transactions associated with a property. You can create a new ledger via the listing or the accounting section, depending on the use case.

Tip: We recommend enabling Auto Ledger Creation in Settings > Accounting > Accounts, so you only need to create ledgers manually in exceptional cases.

Create a ledger via a listing

To create a new ledger via a listing:

  • Go to: Properties
  • Select the listing
  • Click on Accounting > Trust
  • Click Add Ledger

The ledger details will appear.

  •  If a ledger has not yet been created for the listing, Enter the ledger name

  • Click SaveShape

Create a ledger via the Accounting menu

To create a new ledger via Accounting menu:

  • Go to:  Accounting > Trust > Ledgers
  • Select + New Ledger from the top right corner of the screen

  • Enter the Ledger Name
  • Select the Ledger Type
  • Search for the Property and select it to link the ledger to that property
  • Search for the Vendor(s) and select them from the results to link the ledger to the contacts
  • Search for the Purchaser(s) and select them from the results to link the ledger to the contacts
Note: Add a purchaser only if the ledger is for a property sale. For rentals, deposits, or general trust accounting, you can create the ledger with just the vendor and leave out the purchaser.
  • Select an Account

  • Click Save

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