Ledger

The Ledger (accessed from Financials > Accounting > Ledger) is a collection of recorded account transactions. Each account has an opening or carry-forward balance, and each transaction is recorded as a debit or credit.

The Ledger can be filtered by a specific account “bucket,” such as: Revenue, Tax, Discounts, Accounts Receivable, Goodwill, Credit Card, Credit Due Customer, and Cash. Select a bucket to view only transactions for that account type.