Property Ledger Codes Tab

The Property Ledger Codes tab allows you to select the ledger codes for a property.  When you raise a work order for a property, the ledger codes assigned to the property are displayed in the Ledger Codes drop down list on the Work Order window.  If no ledger codes are assigned to a property, Pinnacle will examine the parent property for ledger codes attached to the parent property, and will display those in the Work Order window.  This search will continue up the hierarchy until a property with attached ledger codes is found.

The Ledger Codes tab displays two boxes. The box on the left of the window displays all the ledger codes that have been assigned to the property. The box on the right displays all the ledger codes that are available to be assigned to the property.

To assign a ledger code to a property:

  1. Open the Property window.

  2. Find the property to which you wish to assign ledger codes. Change to the Ledger Codes tab.

  3. Highlight the ledger code you want to assign in the list of available ledger codes, or use the Control key as you click on the list of available ledger codes to highlight more than one ledger code.

  4. Click on the single left arrow or double-click on the highlighted ledger code.

    The ledger codes you highlighted will move from the list of available ledger codes to the list of assigned ledger codes.

To assign ALL ledger codes to a property :

  1. Open the Property window.

  2. Find the property to which you wish to assign ledger codes. Change to the Ledger Codes tab.

  3. Click on the double left arrow.

    All ledger codes will move to the list of assigned ledger codes.

To remove ledger codes from a property:

  1. Open the Property window.

  2. Find the property from which you wish to remove ledger codes. Change to the Ledger Codes tab.

  3. Highlight the ledger code you want to remove from the list of assigned ledger codes, or use the Control key as you click on the list of assigned ledger codes to highlight more than one ledger code.

  4. Click on the single right arrow or double-click on the highlighted ledger code.

    The ledger codes you highlighted will move to the list of available ledger codes.

To remove ALL ledger codes from a property:

  1. Open the Property window.

  2. Find the property from which you wish to remove ledger codes. Change to the Ledger Codes tab.

  3. Click on the double right arrow.

    All ledger codes will move to the list of available ledger codes.

Related Topics:

General Ledger

Work Order Details Tab