Setting Up Your General Ledger with LEAP Codes

Jun 11, 2025
Knowledge

How To

Before you install LEAP, your accounting software (MYOB or Xero) must be set up with the relevant LEAP codes. Once the two programs are linked, the relevant codes can be entered into LEAP. This will ensure that the office accounting details such as receipts, cheques and invoices are transferred through the correct amount into your accounting software. If you need to change these general ledger account codes, please contact a LEAP Consultant.

Enter LEAP Codes

Set up your LEAP account codes in your accounting software.
Open LEAP.

Click to edit heading

Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Click Accounting > under General Ledger > Account Codes.

Click to edit heading

The choices you make on this page have important implications for your management reporting and GST reporting in your accounting software. We strongly recommend that you discuss these options with your financial advisor before you make your choices.

Enter the relevant account codes as required.

Enter the Lock Period, Financial Year Start Date and General Ledger Auto Export

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Click Accounting > General.
Enter or select your Lock Period Date.

This will prevent you from entering any office transactions outside of the lock period, so they don't transfer to your general ledger. This will be used at the end of the financial period.
Enter or select the current Financial Year Start Date.

This is the date your accounting system and your general ledger roll over to the new financial year.
Tick the General Ledger Auto Export checkbox if you wish to enable automatic export of your general ledger journals to your accounting application.

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If you enable the automatic export of your general ledger journals, regularly check your General Ledger Link to ensure that all journals are in your accounting application.

Click Save.
Click Accounting > under General Ledger > Tax Codes.
Click New Tax Code to add tax codes and enter the required information. Click Save when you're finished.

To edit an existing tax code, select an entry from the table and make necessary changes, then click Save.
To delete a tax code when it's no longer used, select an entry from the table and click Delete. Confirm the deletion.

To restore a deleted tax code, click View Deleted Tax Codes in the top right-hand corner, click Undelete for the tax code you wish to restore. Then click Back in the top right-hand corner to return to the list of current tax codes.

Sort your tax codes in ascending or descending order by clicking on a column heading and using the up or down arrows.
Continue to add as many tax codes as required.
Click Accounting > under General Ledger > GL Reporting Group.

This page is used for setting branch offices. Branch offices have a specific code that must be entered into your general ledger. Once a branch office has a general ledger account code, you'll need to click + to add a new branch office. See Setting up your branch offices for more info.
- To edit an existing GL reporting group, select an entry from the list.
- To delete a GL reporting group when it's no longer used, select an entry from the list and click Delete. Confirm the deletion.

Last Modified Date

11/06/2025 2:26 PM

Title

Setting Up Your General Ledger with LEAP Codes

URL Name

Setting-Up-Your-General-Ledger-with-LEAP-Codes-NZ

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