Questions by Category: "Ledger"

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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