Can I delete a ledger I added by mistake?

Only while it has no entries. Once a voucher has posted to it, keep it and move the entries with a journal voucher if needed.

Why can I not pick a group as an account on a voucher?

Vouchers post to ledgers, not to groups. Add a ledger under that group and use the ledger.

Docs · Books · How-to

Add a ledger or account group

You will have a new ledger in the Account List under the right group, ready to pick in expense lines, journal vouchers and payment types, and visible on the Trial Balance once it has an entry.

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Add a ledger when you want a cost or income to appear as its own line in the Profit & Loss, or when a balance sheet item such as a loan, a deposit or a fixed asset needs its own account. Add an account group only when none of the existing groups describes where the ledger belongs.

Customers, suppliers and bank accounts do not need this page. Their ledgers are created when you add the record itself.

Before You Start

You know which group the ledger belongs to. Look at Books › Chart Of Accounts › Account Group first; the Nature column tells you whether a group reports as asset, liability, income or expense.
The ledger does not already exist under a slightly different name. Search the Account List before adding, so the same cost is not split across two accounts.
Your user role allows changes under Books.

Steps

Open Books › Chart Of Accounts. The screen opens on the Account List tab.
If a new group is needed, switch to the Account Group tab and click Add. Enter the group name, pick its Nature (asset, liability, income or expense) and choose the parent in Under. Save. Skip this step when an existing group fits.
Return to Account List and click Add.
Type the Ledger Name as you want it to read on reports. Use plain names your accountant will recognise, for example Toll Charges or Vehicle Loan, rather than codes.
Choose the Account Group Name. This decides which statement the ledger lands on. An expense group puts it on the Profit & Loss; an asset or liability group puts it on the Balance Sheet.
Save. The ledger appears in the list with Is Default unticked, which marks it as one you added.
Use the ledger where it is needed. Pick it as an Expense Account on an expense line, on either side of a journal voucher, or map a payment method to it in Settings › Payment Type if it is a cash or bank ledger.

Fields on the Account List and Account Group forms

Field	What to enter	Required
Ledger Name	The account name shown in vouchers and reports	Yes
Account Group Name	The group the ledger sits under	Yes
Is Default	Set by the app for built-in and auto-created ledgers; not ticked for your own	Read only
Group name (Account Group tab)	Name of the new group	Yes
Nature	Asset, liability, income or expense	Yes
Under	The parent group in the tree	Yes

What This Changes

The ledger is listed in Account List and can be chosen on expense lines and journal vouchers straight away.
Nothing posts yet. The ledger appears on the Ledger Report and Trial Balance only after its first entry.
Its group’s Nature decides whether balances flow to the Profit & Loss or the Balance Sheet.
A new account group adds a heading to the group tree and to grouped reports.

Tips

Keep expense ledgers at the level you want to read on the Profit & Loss. One Tolls ledger is more useful than one per highway.
Do not rename or regroup default ledgers that the app posts into; add a new ledger beside them instead.
Agree the list with your accountant before go-live so the Trial Balance maps cleanly to your statutory accounts.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.