Exporting Ledgers
  • 14 Feb 2022
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Exporting Ledgers

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You can export all the data from your ledger via the Finance section of the Admin Panel. You can also export a customer's ledger from the Ledger tab in their account.

Data included in your export file
  • Customer names and IDs
  • Payment gateway codes
  • Transaction amounts, dates, codes, and IDs
  • Email address of the admin users who added the payment
  • Invoice references
  • Ledger balances

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Finance > Ledgers.

  3. Tick the checkbox next to any of the listed records.

  4. Click Export xx records in the Bulk actions menu. 

Your download should only take a few seconds. You can find your export XLS file in the Downloads folder of your device.

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