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Creating a General Ledger

Gotransverse General Ledger requires a Posting Rule Set, currency conversion method, time zone, valid accounting calendar year, and a Chart of Accounts to function. The currency conversion method and time zone can be set while creating the General Ledger and the accounting calendar year can be set after creating the General Ledger. Once necessary prerequisites have been completed, a General Ledger can be created.

Create a General Ledger

POST https://example.gotransverse.com/calypso/3/ledgers

Request

{
  "name": "sample GL",
  "description": "GL description",
  "status": "DRAFT",
  "convert_currency": "NONE",
  "billing_account_category_ids": [
	   5
	   ],			
  "timezone_name": "UTC",
  "chart_of_account_id": 2,
  "rule_set_id": 2,
  "run_mode_actuals_id": 4
  "expected_customer_lifetime": 0,
  "create_zero_amount_entries": false
}

Response

{
  "id": 7,
  "description": "GL description",
  "name": "sample GL",
  "status": "DRAFT",
  "convert_currency": "NONE",
  "billing_account_category_ids": [
      5
	 ],
  "expected_customer_lifetime": 0,
  "create_zero_amount_entries": false,
  "chart_of_account_id": 2,
  "rule_set_id": 2,
  "run_mode_actuals_id": 4,
  "calendar": {
	"type": "CALENDAR",
	"id": 91,
	"parent_id": 0,
	"path": [
		7
	],
  "time_zone": "UTC",
  "open": true,
  "years": [],
  "complete": false
},
  "valid": false,
  "timezone_name": "UTC"
}

Now, proceed with setting up the Accounting Calendar.

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