Creating an AR Ledger

Gotransverse AR 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 AR Ledger and the accounting calendar year can be set after creating the AR Ledger. Once necessary prerequisites have been completed, the AR Ledger can be created.

Note: AR Ledger supports currencies enabled for your tenant.

Create an AR Ledger

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

Request

{
  "name": "sample AR ledger",
  "description": "AR ledger 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": "AR ledger description",
  "name": "sample AR ledger",
  "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.