Exporting Ledgers
  • 29 Mar 2023
  • 1 Minute to read

Exporting Ledgers

Article Summary

You can export your general ledger via the Finance section of the Admin Panel to keep a local copy of your records. You can also export a specific customer's ledger from the Ledger tab of their account.

Export files include all the data available in your location by default.
You can reduce the data included in your export using filters and/or the Views menu.

You must be a full admin unrestricted to export data from Nexudus.

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. Log in to the Admin Panel if you aren't already.

  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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