How to: Create Ledger Codes

1

Navigate to Ledger Codes

Navigate to the "Administration" page (link) by clicking on the "Administration" item in the navigation menu and then the "Ledger Codes" item.

2

Click to add

Click the "add" button in the toolbar at the top of the page.

3

Enter details

In the popout, provide the necessary details for your new Ledger Category.

Property	Description
Code	The 4-digit code that represents your Ledger Code. This value must be unique within your Organization. You may not use a code that matches a default Dive 365 code. This value is displayed in various reports.
Name	The name of the Ledger Code
Description	The description of this Ledger Code
Archived	Indicates whether this Ledger Code is archived. Setting this field will prevent the Ledger Code from being used in future Sessions, Registration Categories, or custom invoices.

Permissions are required to create Ledger Codes.

4

Save

Click "save" at the bottom of the popout to save your changes.