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Managing Ledger Logs in Ledger

This article provides the detailed information on how you can manage your Ledger Log page for different fiscal years and can export those in a customized way.

In the Ledger Log Page of a particular Organizational Unit, all the ledger entries for the selected Organizational Unit for the current Fiscal Year will appear as shown in Figure 1. Each step shown in Figure 1 is explained in the below table.

Figure 1
Figure 1
Sl. No. Name Description
1 Back Click to return to the ledgers page
2 Filter Ledger Click to filter ledger logs
3 Download Click to download the list of ledger logs
4 Add Ledger Entry Click to add ledger entry for the organizational unit
5 Balance Amount The total balance for the selected organizational unit for the selected fiscal year
6 Credit Amount The total credit amount for the selected organizational unit for the selected fiscal year
7 Debit Amount The total debit amount for the selected organizational unit for the selected fiscal year

Click on the 'Add Ledger Entry' button to add a Ledger Entry for the selected Organizational Unit as shown in Figure 2, the functionality of which is similar to the Ledger Entry process discussed in the Ledgers page.

Figure 2
Figure 2

Download Ledger Logs

To download the list of Ledger entries for the selected Organizational Unit for the current Fiscal Year, click on the 'Download' button as shown in Figure 3.

Figure 3
Figure 3

Upon doing so, the 'Download Ledger Log to Excel Sheet' pop-up window will appear with two buttons 'Proceed' and 'Cancel' as shown in Figure 4 in which a list of fields related to ledger entries will be available and there will be a checkbox against each field name. Check the fields which you want to be downloaded and then click on the 'Proceed' button to download the list of Ledger Logs otherwise click on the 'Cancel' button.

Figure 4
Figure 4

Filter Ledgers

To apply a filter to view selected records of Ledger Logs, click on the 'Filter' button as shown in Figure 5.

Figure 5
Figure 5

Then in the 'Filter Ledgers' pop-up window, the Ledger Logs can be filtered by different Fiscal Years, Ledgers Type, Transaction Type and Transaction Date. Then click on the 'Filter' button as shown in Figure 6.

Figure 6
Figure 6

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