Ledger Manager Overview

WebSmart can maintain multiple ledgers in three different states.

Ledger Manager functions

Open a ledger

Import net assets from prior ledger or from Excel spreadsheet

Add a single new net asset to the ledger

Close a ledger

Designate purchasing encumbrance options

Promote encumbrances

Promote balances

Mark ledger as finalized

Reactivate a finalized ledger

Unlock a ledger

Other Ledger Manager topics

About purchasing encumbrance configuration values

 

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