How to View Ledger?

  1. Upon successful login, expand Accounting from the left navigation bar.
  2. From the options revealed, click Ledger. Doing so takes you to the Ledger grid.
  3. Here, all accounting entries are listed. Information is tabulated via various columns that include Date, Label, Checked, Debit, Credit, CHF Equivalence, Current Balance, and Current Balance in CHF.
  4. Select the account from the dropdown displayed at the top-left corner.
  5. Select the date range for which you want to view accounting entries from the date selectors at the right top of the grid.
  6. Clicking an entry opens the Accounting entry details panel on the right side.