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.
Exports include all the data available in your location by default.
You can reduce the data included in your file by using one or more of the filters available.
You must be a full unrestricted admin 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
Log in to dashboard.nexudus.com if you aren't already.
Click Finance > Ledgers.
Tick the checkbox next to any of the listed records.
- Click on the export icon
in the top-right corner of the page.
Your download should only take a few seconds. You can find your export XLS file in the Downloads folder of your device.