Ledger

The Ledger is a collection of recorded account transactions. Each account has an opening or carry-forward balance and would record each transaction as either a debit or credit in separate columns ending with a balance. The ledger is strictly used for accounting.

Navigate to Financials > Ledger on the left-hand side of the screen.

Filters

• Tags: any Client or patient tag listed for the selected location

• Providers: list every active provider in the whole organization

• Location: filters by the location selected

• Date range to span a date range for the invoices