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Step 1 - Create the Entity and Ledger

Create the Entity (if required)

If an new Entity needs creating for the ledger to operate in, follow these steps. Otherwise, start at the Create the Ledger step below.

1. Go to System and click Administration.
2. In the entity tree, click on the entity that you wish to add an entity below. E.g. click on ADRA South Pacific to add ADRA Samoa.
3. Click on the Add Entity button.
4. Complete all the fields, then click Save.
   1. Type - selecting the entity type determines the default chart of accounts that ledgers for this entity will have. Ensure that the right type is chosen as this setting should not be changed once entries have been processed in the ledger/s.

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