Link Document Types to Ledgers

After adding a document type, to set where transactions are posted to when using the document type, it must be linked to the relevant ledger.

To link the document type to the ledger, create an account for the document type, using the following details: 

• On the General tab, enter the same details used for Document type and Title when creating the document in Code and Title
• On the Indices tab:
  • For the Activities, Directorate, and Fund Type indices, select the relevant Values.

  • Select any other relevant Indices and the Values.

    If you are not sure what indices and values are required, contact your IRIS Financials administrator.

• On the Analysis Fields tab, in Element Text, enter the code for the ledger the document type is to be posted to.