Link a Ledger Entry to a Policy

Link a Ledger Entry to a Policy

1. In the Sales or Purchase Ledger, highlight the row to be linked to a policy.
   
2. Click on the Signpost button and select “Link to policy…”
   

1. In the new window that appears, select the client and policy that you would like to link the ledger row to. Once selected, click “OK”. The ledger entry will now be linked to the policy.