Add a Ledger Account

This guide shows how to add a new ledger account in the Organiser Portal. You’ll learn where to find the finance area, how to create the account, and how to confirm it’s ready to use. Before starting, make sure you have organiser and finance permissions.

It only takes a few minutes.

Step-by-Step Quick Guide

1. Open Toddoo Live and go to the start area.

2. Select Toddoo for Organisers from the left menu.

3. Choose your route tile under Organiser Portal.

4. Open System Settings to reach configuration options.

5. Find the Ledger Accounts section under Finance.

6. Select Add or New and fill in the account details.

7. Save your changes and confirm the account appears in your finance list.

Common Mistakes & Fixes

Opened the wrong route → Return to the correct Organiser Portal route before adding.

Missing required fields → Complete all required fields before saving.

Forgot to publish → Check if your environment requires a Publish action.

No permissions → Ask your administrator for finance access.

Wrong environment → Make sure you’re on Toddoo Live, not a test environment.

FAQ

Q: Where do I find the ledger area?

A: In System Settings, under the Finance section.

Q: Can I edit a ledger account later?

A: Yes. Reopen the finance area, edit details, and save.

Q: Who can add a ledger account?

A: Only users with organiser and finance permissions.

Q: What if I can’t find the ledger menu?

A: Check your permissions or confirm you’re in the correct route.

Q: Do I need to publish the ledger account?

A: Only if your portal shows a Publish option after saving.