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Setting a Sales Ledger on a Company
Setting a Sales Ledger on a Company

This article will outline how to search for and associate a Sales Ledger with a Company.

Isobel Honour avatar
Written by Isobel Honour
Updated this week

The CRM integrates with multiple accounting systems. The link between the CRM and the accounting system is the Sales Ledger which is stored on a Company. In order to select a Sales Ledger for a Company, it must already exist in the accounting system.

Step 1: Select the Sales Ledger Drop-down

On the Company in question, select the Sales Ledger drop-down as shown below. 

Step 2: Search for an Existing Sales Ledger

Here you are then able to search for an existing Sales Ledger within the accounting system. The dropdown will initially show any ledgers set for this company, to set a new ledger you will need to being typing to search existing Sales Ledgers.

Once selected, it will display the Sales Ledger and also allow you to open the Sales Ledger from within the CRM to give you additional information, such as the 'Credit Limit', 'Balance' and if it is 'On Stop' or not. 

The same process as outlined above can be used when you need to set a Purchase Ledger.  

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