A ledger report is a financial statement that provides a summary of the transactions and balances for specific accounts within a specified period. It is typically generated from the general ledger, which is the central repository of all financial transactions of a business.
Ledger reports are essential for financial analysis, tracking account activity, and ensuring the accuracy and integrity of financial records. They provide a detailed overview of the financial transactions and balances within specific accounts, helping businesses and individuals monitor their financial performance and make informed decisions.
How to open Ledger Report:
- Go to the Report module in the left sidebar.
- Click on the Ledger Report button.
- If you click on the ledger report button then show the ledger report popup, here select the time period and select the account for view report.
- Now click on the Generate Report button to see the Report.
- If the user writes a special note for an invoice then the special note is showing in the “Narration” field.
- The user is able to export ledger reports in PDF and Excel format.