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When a client file is synced with an automatic bookkeeping system (like Xero, QuickBooks, or Sage), Silverfin automatically imports the ledger details into the relevant accounts. This article explains how to open and close the ledger view on an account.
How do I view the ledger details?
- Navigate to the relevant account.
- On the right-hand side, you’ll see a box labelled ‘View ledger’ - click it to expand.
- You’ll now see a breakdown of the general ledger details, including:
- Individual account line entries.
- Any attached PDFs linked to the transactions (if Silverfin supports syncing documents from your sync).
- To close the view, simply click ‘Hide ledger’.