Questions by Category: "Ledger"

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

Xero is cloud-based accounting software that can be integrated with Apptivo and the data can be synced. By this integration, you can now create and sync the Purchase Orders with Xero. Y...more

Customizing the Ledgers list layouts, you can view the fields of your preferred choice in table format. In order to save your custom columns, your account requires the premium or enterp...more

Homepage is the one which gets displayed first, when the ledger app is accessed. Default home page view in ledger app allows you to change the view of your home page, allowing the user ...more

Views are the filters that are easily accessible in the left navigation menu. Views can be configured and set as per your needs in the left side navigation of the Ledgers dashboard. For...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 appears,...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 sheet d...more

You can customize Accounting Rules from the Settings. This accounting rule is integrated with Apptivo Invoice and Expense Reports App. Steps to Create Accounting Rules in Ledger App Lo...more

Journal Type defines the type of the journal being created. You can select the respective type from the “Journal Type” drop down, during journal creation. Steps to Create Journal Ty...more

Business Emails can be effectively sent using the email templates. Email Templates are pre-defined messages that can be customized, to make your email look more standardized rather than...more

Quick Links contain several links that are frequently used by a person, enabling him to directly get to the page, saving the user time. This will help a user, who often visits a site fo...more

Ledger App allows you to create recurring journals by sliding the toggle ON in the journal creation page. It allows you to create a journal entry that occurs more than once, for a certa...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 can view "Inco...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

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 fisc...more

Custom Attributes are nothing but the fields which are in unique on your ledgers app that can be created, modified and customized. You will also find the attributes of different data ty...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

Tags are nothing but labels with one or two words, which will associate with most of the marketing records, to organize the data in a personalized way. It allows the user to group recor...more

Ledger App allows you to reverse journals by sliding the toggle ON in the journal creation page. That is, you can create a journal by reversing the values of debit and credit automatica...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

In Collaboration, you can customize the visibility of various tabs present in the overview page of the Ledger App. Steps to Customize Collaboration in Ledger App Log in and access Ledge...more

Steps to Import Journals Log in and access Ledger App from your universal navigation menu bar. Click on “Import” button in the left navigation panel.  Before uploading your file, v...more

Ledgers number generation allows creating journals with unique ledger numbers. This number can be manually specified or automatically generated, while creating a journal. Steps to Custo...more

Xero is 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 authent...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 yo...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 Ledger...more

Transaction Templates You can create templates for transactions to load your entries to create a journal. You can use these templates on the journal creation page. Steps to Create a New...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

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

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 search ta...more

Ledgers are the accounting software where the business transactions are recorded in an accounting system. Steps to Browse Ledger Log in and access Ledger App from your universal navigat...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 Customize...more