Ledger Codes

What are Ledger Codes?

Ledger Codes provide a means to categorize purchase line items. This allows for easier reporting or transactions and billing categorization.

How do Ledger Codes work?

Ledger Codes are defined by administrators for each Organization. Ledger Codes can then be applied to Sessions, Registration Categories, and custom invoices. This allows Organizations to categorize purchases.

A default 0000 Ledger Code is included with Dive 365. If no Ledger Codes are defined by an Organization, this default will be applied to all purchase line items.

While default Ledger Codes may be used by Organizations, they cannot be edited or archived.

When an Account owner makes a purchase in the Store, the Ledger Code associated with the purchased item is automatically applied to each purchase line item.

The Ledger Code is displayed in the Transactions Export Report where it can then be used to further categorize purchases for your own internal reports.

Permissions

The "organization contributor" Role is required to create and modify Ledger Codes.

How to guides

How to: Create Ledger CodesHow to: Edit Ledger Codes