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

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

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

Businesses have a number of child businesses associated with its parent business. However, each business is referred to as a legal entity. Apptivo allows you to create the legal entitie...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

Ledger app is an accounting software where you can perform business transactions and also it records the business revenue records in its accounting system. Using Ledger app you can view...more

Any business involves the presence of different accounts. Businesses prefer having multiple account types to maintain their transaction smoothly. Ledger App in Apptivo permits you to cr...more

Liability refers to those responsibilities to which the business is entitled. It is a present commitment of a business as a result of past events or transactions. However, not all trans...more

Revenue is basically the income generated from the sale of goods and services in a business. A business receives income from different sources like interests, sales, fees earned, and ma...more

Expenses in the business refer to everyday costs incurred. It can be a fee due, subscriptions, insurances, marketing, promotions, and other costs. Ledger App in Apptivo allows you to cr...more

Equity is the amount invested by the founders or owners to start a business and also for the smooth operation. Equity Account in a business refers to the account having information on t...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

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

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

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

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 is an accounting software where you can perform business transactions and also it records the business revenue records in its accounting system. Using Ledger app you can view...more

Apptivo Balance sheet helps in financial accounting, a balance sheet or statement of financial position. You can view the summary of the financial balances of an individual or organizat...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

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

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

Apptivo Balance sheet helps in financial accounting, a balance sheet or statement of financial position. You can view the summary of the financial balances of an individual or organizat...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

Ledger App in Apptivo facilitates you to create a line of business. Line of business refers to internal business units. A business is holistically seen as one unit. However, there might...more

Apptivo’s Ledger App allows you to create ledger accounts for different account types. A Ledger account is a record of transactions. It is a separate account which is a part of other ...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

In Apptivo, We can set up an Invoice /Expense Report that has been synced with QuickBooks. In order to successfully sync the journal records with QuickBooks go through the following ste...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

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

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

Businesses have a number of child businesses associated with its parent business. However, each business is referred to as a legal entity. Apptivo allows you to create the legal entitie...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

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

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

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

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

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

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