Skip to main content
Skip table of contents


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.


  • 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

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.