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Getting started with the Sales Ledger

Before beginning to work in the Sales Ledger you must:

Update any foreign currencies and exchange rates.
Set up your processing options and define the default settings.
Set up analysis codes.
Set up your customer accounts.
Enter opening balances.

You are now ready to begin day-to-day processing in the Sales Ledger module.

You must have the correct access rights to use the Sales Ledger. If you cannot access any of the Sales Ledger options, please contact your company's system administrator.

Steps in this task

Update foreign currencies and exchange rates

Set up the Sales Ledger

Maintain analysis codes (Sales Ledger)

Enter or amend customer account

Customer opening balances

Other tasks

Foreign currency processing