Kathryn Cherne's Avatar

Kathryn Cherne

06 Feb, 2017 08:46 PM

Hi There,
I was able to produce a ledger report in some way but am unable to recreate that. It's different than the reports for invoices and payments; it's a more holistic view. It was still a .csv report, though.
Can someone help me sort that out?
Thanks Much!

  1. Support Staff 1 Posted by Seth B on 06 Feb, 2017 09:04 PM

    Seth B's Avatar

    Hi Kathryn,

    What I think you’re looking for is the Income > Overview screen. It provides an “Account Ledger” and CSV download. Just hover over the “Income” tab, then select “Overview”.

    - Seth

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:


Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac