Visit Financial Dashboard (Admin/Board only) - See your custom roles & permissions settings for managing financials.
👉 Click General Ledger
Default view shows all entries sorted by most recent first.
Search: You can search by name, action or amount
Filter: Open the filter for more options like date and amount ranges
Imported and opening entries
Full History unit-ledger imports post journal entries dated to the original charge or payment.
Opening Balances posts one journal entry dated to the cutover, source type opening_balances.