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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.
To 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’.