How to View Ledger

Modified on Mon, 16 Dec at 4:52 PM

What is Ledger?
A ledger is a comprehensive record of all financial transactions within a business, organized by account. It tracks income, expenses, assets, liabilities, and equity to provide an overview of the company's financial status. The ledger helps ensure accurate financial reporting and simplifies tax and auditing processes.

How to View Ledger

1. Click on Report and select View Report

2. This is the account currently displayed in the ledger. To view other accounts, select an account from the filter.

Click on Select a range

3. Click on Filter

Click on Filter

4. You can apply filters here, then click Apply.

Here you can apply some filters such as Account

5. Here you can select a date range to view it

Here you can select a date range to view it

6. Click on 3 dots

Click on 3 dots

7. You can download it or export

(To download the full ledger, please select the desired date range first. The ledger will be generated based on the selected date range.)