Questions by Category: "Ledger"

News Feed By default each and every event will be displayed in news feed on the Ledger home dashboard. This significant feature is common in every app. You can stop displaying them by d...more

The Ledger App is a simple method to keep track of general company expenses and financial information. Use the ledger app to organize financial expense accounts, then record transaction...more

Ledger App allows you to perform simple and advanced searches. Simple Search Simple search allows you to search using a single search field located in the header bar.  Simple searc...more

Steps to view Income Statement Log in and access Ledger App from your universal navigation menu bar. Click on “Income Statement” from the left navigation panel.  You c...more

Steps to view Trial Balance Log in and access Ledger App from your universal navigation menu bar. Click on "Trial Balance" from left navigation panel.  Trial balance dashboard app...more

Steps to view Balance sheet Log in and access Ledger App from your universal navigation menu bar. Click on "Balance Sheet" from the left navigation panel.  You can view Balance sh...more

For every Journal Entry in Ledger App, a unique number will be generated. These journal numbers can be manually created or generated automatically. Steps to Configure Ledger App General...more

In Apptivo, We can setup an Invoice /Expense Report that has been synced with Quickbooks. In order to successfully sync the journal records with Quickbooks go through the following the ...more

Once you've enabled the Ledger App, Click on "Ledger Settings" to identify the financial year start date.  Select "Ledger" -> "Calendar" and click on "Create" button, to create ...more

Ledger App Settings Ledger settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Log in and access Ledge...more

You can create a journal in two ways, Create a new journal. Create a new journal using template which has been created earlier. Create a New Journal Log in and access Ledger App from...more

You can change fiscal year which is set to be the starting year for your account in Ledger App. You cannot create journal transaction with the closed period. Steps to change fiscal year...more

Xero is a cloud-based accounting software that was developed specifically for small and medium sized business. You can integrate Apptivo Invoicing app with Xero. You have to first authe...more

Apptivo provides multi currency support with an automatic currency conversion rate. All the account transactions will be done using the company’s base currency. However, you can see t...more

Journal Entry A record of a debit or a credit transaction entered into a company or organization accounting books. Related Links Create a new journal Customize account setting Customi...more