Ledger Summary
Updated 1 day ago
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Overview
The Ledger Summary provides a detailed view of all transactions posted to each account in your Chart of Accounts. It functions as a sub-ledger, showing debits, credits, and running balances for any selected time period.
Using the Ledger Summary
Date Filters
| Filter | Description |
|---|---|
| Start Date | Beginning of the reporting period |
| End Date | End of the reporting period |
Changing either date automatically refreshes the ledger data.
Table Columns
| Column | Description |
|---|---|
| Account Name | Name of the account |
| Name | Transaction name/description |
| Transaction Type | Type of transaction (Invoice, Expense, Journal, etc.) |
| Transaction Date | Date the transaction was recorded |
| Debit | Debit amount (right-aligned) |
| Credit | Credit amount (right-aligned) |
| Balance | Running balance (right-aligned) |
Navigation
You can access the Ledger Summary for a specific account by clicking the Transaction Summary icon on any account row in the Chart of Accounts.
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