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ERP Basics · Masters

Create a Main Ledger

Create the main account ledger and configure its grouping, contact information, tax details and balance settings.

Jhapu DocumentationUpdated 31 August 2026

Ledger setup

Select the Group and Subgroup, then enter the account name and printable name. Enable Contains Sub Ledger when the main ledger will have sub-ledger records beneath it.

Jhapu Create New Main Ledger form showing group, subgroup, account name, printable name and address fields
Set the ledger’s accounting group, name and whether it contains sub-ledgers.
  • Group and Subgroup: classify the account in the accounting structure.
  • Account Name and Printable Name: define the internal and document-facing ledger names.
  • Address: record location information where it applies to the account.

Contact, tax and balance details

Complete the contact and statutory information that applies to the ledger. The form also supports opening-balance setup, credit limit, remarks and billing-related configuration.

Jhapu Create New Main Ledger form showing contact and tax fields
Contact and statutory fields include phone numbers, email, PAN, GST and UIN.
  • Contact: phone, mobile, alternate contact numbers and email addresses.
  • Tax: PAN, GST and UIN, along with relevant SEZ, composition-scheme and exporter options.
  • Balance: choose the opening balance type, enter the opening balance and credit limit, then save after review.
Before saving

Confirm the ledger group and any Contains Sub Ledger setting carefully. These choices affect accounting classification and how related account records are maintained.

Import ledgers from Excel

Use the Excel Import page to add main ledgers in bulk. Prepare the spreadsheet in the displayed column order, choose the completed Excel file, then select Upload Excel File.

Jhapu Excel Import page showing the required main-ledger spreadsheet columns and upload control
The import page shows the exact spreadsheet columns required for each main ledger.
  • Columns A–F: Group ID, Sub-group ID, optional Main/Mother Account ID, Contains Sub Ledger, Account Name and Printable Name.
  • Columns G–K: Country, State, City, GST and PAN.
  • Contains Sub Ledger: enter YES or NO; leave the cell blank to use NO.
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