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Ledger
How can I view the ledger of the account?
- Go to Reports: In the left menu panel, Click on the Ledger.
- Select Data: Select the party and date.
- Apply Filter: on clicking ‘Apply Filter’, the ledger is displayed of that party.
What is the purpose of Running and Daily balance?
- You can view the ledger report in two ways
- Running Balance: In this view, the balance is updated and displayed after each transaction is recorded.
- Daily Balance: In this view, a single balance is shown for each date, reflecting the balance after the last transaction of that day.
What is 'Download Log' and how to view it?
- When the ledger report is large and takes time to fetch, a Download Log is created. Once the log is completed, you can proceed with sharing or printing the report.
- To view the download log, go to Reports in the left menu panel and click on Download Log.
How to view the ledger of a 'Cash' account?
- To view the ledger of the cash account, go to Ledger, select ‘Cash’ in the Party field, apply the filter, and the cash account ledger will be displayed.
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