In addition, I would NOT use "Property 1" and "Property 2" as Reporting Unit Class names.

Please change the Reporting Unit Class with ID 1 back to “Department”. We’ve found in the last day or so that this is hardcoded in a couple of places.

Then use the “Add Class” button at the bottom to add a class named “Properties”.

Then use "Add Unit” to add one reporting unit for “Property 1” and one reporting unit for “Property 2” to the reporting unit class “Properties"

I’ve rewritten he section on Reporting Units (was Departments) in the book and it should be live in a few hours for the development version of the book.

Hope this helps,

Neil T

On Aug 19, 2026, at 10:34 PM, Neil Aggarwal <neil@propfinancing.com> wrote:

Departments and Projects have
been generalized into "Reporting Units"

OK, I created two reporting units and made them active.
See the attached screenshot.

Next, I am trying to figure out how to record a payment
for them. According to the book
https://book.ledgersmb.org/dev/split-book/sec-business-processes-payment-processing-single-payments.html

I can go to Cash & Banking > Receipt and enter a single transaction for a
customer.
Looking further, a customer is a contact with a customer credit account.

I added two contacts, see attached.

But, when I try to add a customer credit account to Property1, I enter
1 in the customer number field and hit Update. The screen reloads and
deletes the information I typed.

Thank you,
Neil

--
Neil Aggarwal, (972) 834-1565, https://propfinancing.com
We offer 30 year loans on single family houses!

-----Original Message-----
From: Erik Huelsmann <ehuels@gmail.com>
Sent: Wednesday, August 19, 2026 5:12 PM
To: neil@propfinancing.com
Cc: users@lists.ledgersmb.org
Subject: Re: [ledgersmb-users] Don't see departments under System menu

Hi Neil,

On Wed, Aug 19, 2026 at 11:57 PM Neil Aggarwal <neil@propfinancing.com>
wrote:

According to the manual, I should see a Departments option under the
System menu:
https://book.ledgersmb.org/dev/split-book/sec-company-config-system-me
nu.html#subsec-company-config-departments

than just "departments" or "projects", as you can see under "System >
Reporting
Units". They have to be explicitly enabled and then declared relevant for
various
parts of the
application: Sales(AR+Orders)/Purchases(AP+Orders)/GL/Fixed
Assets/Manufacturing. These checkmarks indicate whether the dimension will
show up on data entry and search screens for that type of functionality.

But, when I look at my system menu, I do not see that option, see
attached.

Any idea why it is missing?

Yes: an update to the book. This book-mismatch is now tracked via:
https://github.com/ledgersmb/ledgersmb-book/issues/155

Thanks for reporting! We'll address asap.

--
Bye,

Erik.

http://efficito.com -- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.
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