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Glossary

Editing the Properties of the General Ledger

Overview

The general ledger is used to keep and display accounts and items in Lucanet. The account structure of a balance sheet is stored in the general ledger. In the general ledger, the original accounts from the financial accounting source systems are recreated, assigned, and maintained, and manually created accounts and items are managed.

By default, the general ledger is displayed as a workspace in the overview in the Reporting and analyzing folder.

The properties of the general ledger can be edited in the Workspace Configuration as described below.

Editing the Properties of the General Ledger

To edit the properties of the general ledger:

1

In the structure view of the Workspace Configuration, click the name of the general ledger.

2

Click Edit in the upper right corner to open the edit mode.

Displays the general ledger in the ‘Workspace configuration’ function area. The editing mode is open and the ‘Elements’ tab is visible at the bottom.
Edit mode of the general ledger

Options

The following options are available for the general ledger:

General properties

You can configure the following general properties for the general ledger:

OptionDescription
Element nameName of the general ledger. If necessary, specify the country-specific language descriptions of the general ledger for the display languages available for the Lucanet user interface.
AbbreviationAbbreviation of the general ledger
Abbreviation incl. subledgersAbbreviation for the general ledger and all subledgers assigned to it.
Formatting optionsIf necessary, choose another icon from the drop-down list.

'Elements' tab

On the Elements tab you can define which elements can be created in the ledger:

  • To delete elements from the Elements list, click next to the element you want to delete.

  • To add elements to the Elements list, click + Add row and choose the desired element in the displayed drop-down list. The following elements are available:

  • If references are permitted as elements: Activate the Restrict the origin of references check box if you only want to enable references to certain workspaces. Then, click + Add and select the workspaces for which references can be created.

'Rounding errors' tab

Configure the following on the Rounding errors tab:

  • Account for presentation of the rounding error from proportionate consolidation
  • Account for presentation of the rounding error from currency translation

Last updated on Aug 16, 2023

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Editing the Properties of the General LedgerOverviewEditing the Properties of the General LedgerOptions

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