How to: Edit Ledger Codes

Editing the details of a Ledger Code will affect all areas where the Ledger Code is displayed. This includes past purchases using said Ledger Code.

Changing which Ledger Code is applied to a Session or Registration Category will not updated past purchases. The Ledger Code used at the time of purchase will remain as such.

1

Navigate to Ledger Codes

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

2

Click to edit

Click the "edit" button at the end of the desired Ledger Code row.

3

Enter details

In the popout, update the properties as desired.

See the creation guide for details on the individual properties of a Ledger Code.

You will not be permitted to edit a default Dive 365 Ledger Code.

You may archive a Ledger Code by toggling the "archived" switch to "on".

Permissions are required to edit Ledger Codes.

4

Save

Click the "save" button at the bottom of the popout to save changes. This will reload the grid.