Skip to content
XetuuXetuu

Partner Ledger

Everything posted for each customer or supplier.

Overview

The Partner Ledger shows the movements and balance per partner, with a switch between Customers and Suppliers. It is the ledger view behind customer and supplier statements.

Partner Ledger in the Accounting module.

When to use partner ledger

  • You reconcile a customer or supplier account with their records.

Step by step

In the Accounting module open Reporting in the green navigation bar, then choose Partner Ledger under Partner Reports.
Screenshot for this step has not been captured yet โ€” run npm run docs:flow.

What you see on the screen

  • Actions on the screen: Export Excel, Export PDF, Print, Customers, Suppliers.