Ledger

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

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