The General Ledger view houses a list of all transactions that have been created for the current chart of accounts.
Action Buttons
In the General Ledger view, there are links that allow users to view or export information related to the visible transactions.
- Show/Hide Voided - This option will show or hide transactions that have been marked as voided in the visible list.
- Print - This option allows you to print your list of visible transactions, with their date, type, memo (if applicable), payee (if applicable), and amount.
- Export- This option allows you to export your list of visible transactions, with their date, type, memo (if applicable), payee (if applicable), and amount, to Excel.
List of Transactions
The General Ledger will show 30 of the most recent transactions for the current chart of accounts. Clicking "Load more" at the bottom of the view will populate more transactions in the view. Only transactions visible in the view will be printed or exported. For a more detailed general ledger list of transactions within a particular date range, please visit the General Ledger report under Financial Reports.
Actions for Transactions
Clicking on a transaction will extend it to show each of its line items. To the right of the transaction, users can click on the arrow buttons to view the transaction's details and make changes, if needed.