To view ledgers:
- Navigate to Finance > Ledgers
- Choose the type of ledger you'd like to view: general detail (to see all journal entries in all accounts), specific account (to see all journal entries in a single account), or general summary (to see a summary of the beginning and ending balances and total credits and debits for each account)
- Adjust the filters as needed to change the time period you are viewing or filter to entries for a specific type of transaction
- Use the Print button (only available for specific account ledgers) to print a copy of the ledger or save it to a pdf
- Use the Export button to export a .csv file of the ledger if you'd like to do additional analysis of the data in a spreadsheet program like Excel
Note that you need to configure Chart of Accounts and Automations before the Ledgers screen is available. For further information, please talk to your CSM or contact Customer Support.