Select Administration > Manage Ledger Codes.

Click New Ledger Code.

Enter the Code.
The code can be Alphanumeric (using letters and numbers), up to 20 characters. If you integrate with an external accounting package for reporting purposes, set up the codes in Tali that match the same codes in the external system you are integrating with. This ensures that the transaction appears in the external ledger that you want it to, making it easy for you to identify and track the transactions.

Enter the Description of the account.
​Note: The VAT and Cash in Hand ledger codes are set up in Tali by default and you can’t amend the Description of these codes.

To use the code in Tali and select it for transactions, select In use.
​Note: The In use flag only applies to ledger codes you have created yourself. It doesn't apply to the VAT or Cash in Hand codes.

Click Save.

Select Administration > Manage Ledger Codes.

Click New Bank Ledger Code.

Enter the Code.
The code can be Alphanumeric (using letters and numbers), up to 20 characters.
If you integrate with an external accounting package for reporting purposes, set up the codes in Tali that match the same codes in the external system you are integrating with. This ensures that the transactions with the bank ledger code are posted to the expected banks in both systems.

Select the Bank account to associate with the Bank Ledger Code.
Warning! You won’t be able to select a bank account for a bank ledger code unless you have already created the bank account, using Administration > Manage Bank Accounts. For more information, see the Article, Manage Bank Accounts.

Click Save.