---
title: "Getting Started with arkGL: Creating and Deleting General Ledgers"
description: Learn how to create and manage General Ledgers using arkGL. This guide walks through step-by-step instructions for setting up ledgers, linking funds, configuring currencies, and deleting unused ledgers. It also highlights best practices and integration benefits such as automated investor allocations, SOI syncing, and blockchain-based audit integrity.
---

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# Getting Started with arkGL: Creating and Deleting General Ledgers

This guide walks you through setting up, managing, and deleting General Ledgers (GLs) using arkGL, the General Ledger tool within the ark platform.

---

#### Jump to a Section

- [What You’ll Learn](https://connect.arkpes.com/knowledge/getting-started-with-arkgl-creating-and-deleting-general-ledgers#what)
- [Who Can Use This Feature](https://connect.arkpes.com/knowledge/getting-started-with-arkgl-creating-and-deleting-general-ledgers#who)
- [Before You Begin](https://connect.arkpes.com/knowledge/getting-started-with-arkgl-creating-and-deleting-general-ledgers#before)
- [Step-by-Step: Creating a General Ledger](https://connect.arkpes.com/knowledge/getting-started-with-arkgl-creating-and-deleting-general-ledgers#step1)
- [Step-by-Step: Deleting a General Ledger](https://connect.arkpes.com/knowledge/getting-started-with-arkgl-creating-and-deleting-general-ledgers#step2)
- [Best Practices](https://connect.arkpes.com/knowledge/getting-started-with-arkgl-creating-and-deleting-general-ledgers#best)
- [FAQ](https://connect.arkpes.com/knowledge/getting-started-with-arkgl-creating-and-deleting-general-ledgers#faq)
- [Next Steps](https://connect.arkpes.com/knowledge/getting-started-with-arkgl-creating-and-deleting-general-ledgers#next)

---

#### **What You’ll Learn**

By the end of this guide, you’ll be able to:

- Set up new General Ledgers (GLs) in arkGL
- Link ledgers to funds and configure currencies
- Delete unused ledgers (with restrictions)
- Use arkGL to enable advanced features like automated investor allocations and SOI integration
- Understand when and how to use multi-currency setups
- Leverage arkGL’s built-in blockchain security for audit integrity

---

#### **Who Can Use This Feature**

This feature is available to:

- Ark Client Admin users
- Basic Admin users with appropriate fund access

**Note:** arkGL is available only on the full version of the Ark platform. Contact [sales@arkpes.com](mailto:sales@arkpes.com) or your fund administrator if it’s not yet enabled.

---

#### **Before You Begin**

Make sure the following requirements are met:

- **arkGL is enabled** for your client configuration
- You have relevant **fund and currency information**
- You understand your organization’s **financial reporting structure**

> **Multi-currency setup?** You’ll need to create a separate ledger for each currency used by the fund.

---

#### **Step-by-Step: Creating a General Ledger**

<iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/x84loy6tnbsg?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>

You can create a General Ledger from either the side nav or within a fund's detail view.

##### **Option 1: From the Side Navigation Menu**

1. Go to the **General Ledger** tab
2. Click **Set Up**
3. Click **Add New**
4. Select the fund you want to link
5. Click the **Ark logo**, then click **Connect**
   
   > This action links the ledger to the fund and enables GL configuration
6. Enter a **Ledger Name**, choose a **Currency**, and (optionally) add a **Description**
7. Click **Save & Close**

##### **Option 2: From a Specific Fund**

1. Go to the **Funds** tab
2. Select the fund
3. Open the **General Ledger** dropdown \> click **Setup**
4. Follow the same steps as above to add and connect the ledger

---

#### **Step-by-Step: Deleting a General Ledger**

> You cannot delete any ledger that has posted journal entries.

You can delete ledgers either from the side navigation or a specific fund.

##### **From the Side Navigation Menu**

1. Go to **General Ledger** \> **Set Up**
2. Use checkboxes to select one or more ledgers
3. Click **Delete Selected (n)** from the action dropdown
4. Confirm the deletion prompt

##### **From a Fund’s Page**

1. Open the **Funds** tab
2. Select the fund
3. Go to **General Ledger** \> **Setup**
4. Repeat steps 2–4 above

> This action is permanent and cannot be undone.

---

#### **Best Practices**

- **Plan Ahead**  
  Choose single vs. multi-currency setup early. Each currency requires a separate ledger.
- **Use Clear Naming Conventions**  
  Descriptive ledger names improve visibility when managing multiple funds.
- **Leverage arkGL Features**  
  Setting up your ledger unlocks powerful automations:
  
    - Automated investor allocations
    - Integrated capital activity
    - Real-time Schedule of Investments (SOI) updates
    - PCAP generation and cash reconciliation
- **Private Blockchain Security**  
  All entries are recorded on Ark’s private blockchain infrastructure, ensuring tamper-proof auditability and data integrity.

---

#### **FAQ**

**Q: Can I delete a ledger that has posted journal entries?**  
No. A ledger must be entry-free to be deleted.

**Q: What makes arkGL better than using an external GL system?**  
arkGL is purpose-built for private funds and integrates directly with other ark modules like Allocations, SOI, and Investor Reporting - eliminating the need for disconnected systems or duplicate data entry.

---

#### **Next Steps**

To build on your GL setup, view the following guides:

- [Setting Up and Managing the Chart of Accounts (COA)](https://connect.arkpes.com/knowledge/setting-up-and-managing-the-chart-of-accounts-coa?hsLang=en-us)**:** Define and organize the accounts used for journal entries and reporting.
- [Manage journal entries in arkGL](https://connect.arkpes.com/knowledge/managing-journal-entries-in-arkgl?hsLang=en-us)**:** Learn how to add, edit, post, and upload journal entries to keep your financials accurate.
- **[Configure memo entities:](https://connect.arkpes.com/knowledge/managing-memo-entities-in-arkgl?hsLang=en-us)** Use custom tags to track and report on transactions with added granularity.

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