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A ledger is a set of books attached to one of your invoicing entities. All journal entries, accounts, and accounting rules are scoped to a ledger. You can create multiple ledgers per invoicing entity to maintain separate books for different purposes, such as statutory reporting, management accounts, consolidation adjustments, and so on.

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Create a ledger

To create a ledger, go to Accounting and click Create ledger.
You will be asked to configure, in this order:
  • Name — a label to identify the ledger (e.g. “Statutory – IFRS”, “Management”)
  • Ledger type — the starting chart of accounts and configuration to apply (see ledger types below)
  • Invoicing entity — the entity this ledger is attached to
  • Currency — the functional currency for this ledger; amounts in other currencies are converted using the exchange rate at invoice time
  • Journal entry pattern — the numbering format for journal entries (e.g. JE-{YYYY}-{number}). The pattern accepts {number} (required, the sequential counter), {YYYY}, {MM}, and {DD}
If you plan to sync this ledger with an external accounting provider, select the account standard that matches your provider’s chart of accounts — this simplifies the account mapping later.
A new ledger starts empty: it posts nothing for billing activity that happened before it was created. See Getting started for how to have past periods replayed into it.

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Ledger types

Hyperline supports the following ledger types, each pre-configured with a matching chart of accounts: Each ledger maintains its own chart of accounts, rules, and journal entry sequence independently.

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Edit a ledger

Accounting > Settings opens with a read-only Configuration block summarising the current ledger. Click Edit ledger there to update its name, type, entity, currency, or journal entry pattern.

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Delete a ledger

Delete ledger sits alongside Edit ledger in the same Configuration block. Deleting a ledger permanently removes its accounts, rules, and journal entries.
The primary ledger cannot be deleted.
Deleting a ledger is irreversible. Make sure you no longer need the ledger’s history before proceeding.