Ledger

Exploring the Ledger of Bills and Expenses

The Ledger provides a comprehensive record of bills and expenses, offering transparency and detailed insights into financial transactions. Let’s dive into how you can view and understand this feature:

How to Access the Ledger of Bills and Expenses

1. Navigate to the Desired Client
   • Select Client from the menu and choose the specific client you wish to review.
2. Access Bills and Expenses
   • Click on Bills and Expenses, and the detailed ledger will be displayed. 

What Does the Ledger Include?

The ledger is a detailed compilation of financial transactions, including:

• Name: The individual or entity involved in the transaction.
• Date: The precise date the transaction occurred.
• Amount: The financial value associated with the transaction.
• Mode of Payment: Specifies how the payment was made (e.g., card, cash, online transfer).
• Status: Reflects the current state of the payment (e.g., paid, pending). 

This intuitive and well-structured ledger ensures that tracking and managing bills and expenses is both effortless and accurate.