What this page is for
Check the books balance on a date, and hand the figures to your accountant.
Who can use it
See the ledger (by default Admin, Finance and Viewer).
How to run it
Choose As at and select Show. Export with CSV, Excel or PDF.
Fields and columns
| Column | Meaning |
|---|---|
| Debit, Credit | Each account's balance to that date, in your base currency. The totals are equal. |
Statuses and automation
Accounts with a zero balance are left out. Select an account to open its ledger.
Settings that change this page
Your base currency.
FAQs
Why are the totals not equal? An exchange rate is missing for an entry; a warning shows. Add the rate.
Troubleshooting
| Problem | What to do |
|---|---|
| Nothing posted yet | On the Ledger page, select Bring up to date now. |