How to Filter Accounting Ledgers?

Sequence > Left Navigation Bar > Accounting > Ledgers

  1. Follow the above-mentioned workflow to land on the Ledgers screen.
  2. Click the filter icon. Doing so opens the available filters.
  3. Using these filters, you can filter grid data based on a specific keyword and amount range.
  4. In case you do not want to include withdrawals, unmark the Withdrawals checkbox.
  5. In case you do not want to include deposits, unmark the Deposits checkbox.
  6. In case you want to display only unchecked invoices, enable the Display only unchecked invoices toggle button.