This article explains how to access, create, print, and reorder Ledger Cards.

Access a Ledger Card

1. Open the Accounts program

2. Click the Ledgers icon

   

Create A Ledger Card

1. Click the Supplier (Purchase) Ledger tab
2. Select the search method:
3. Enter the information to search for:
   • For more accurate results, enter as much information as possible
4. Tick the Show Inactive checkbox to include inactive nominals
5. Click Find, and the search results will be displayed

6. Double-click the required record to raise the purchase ledger card

   

Print a Ledger Card

1. Click File on the top toolbar

2. Select Print from the drop-down menu

   

Display Transaction Details On A Ledger Card

1. You can display additional details for any purchase ledger invoice. To do this, select the transaction by clicking any of its fields
2. Click Invoice Details

3. The Invoice Details pop-up window allows you to view Invoice Details, Split Details, and Payment History. Here, you have easy access to the relevant nominal ledger cards by selecting a record, then clicking Options and selecting View Nominal Ledger

   

Reorder Transactions On A Ledger Card

1. Click a transaction heading (e.g., Date, Ref, Narrative) to reorder the transactions according to the results in that particular column. An arrow will appear to show which heading is currently selected;
   • By default, the system will order transactions by ID number

   • Click a heading twice to display the transactions in reverse order

     

Post Directly From A Ledger Card

1. Click Posting on the top toolbar

2. Select a chit type from the drop-down menu