To export or download your ledger as a PDF or XLSX file, please follow these steps:
Navigate to the "Accounting" section on the dashboard.
Click on "Ledger" to access your ledger entries.
3. Locate the "Export" button and click on it.
4. Select the specific period for the report you wish to download.
5. Choose the desired format, either PDF or XLSX and press the “Export” button
6. Once you have made your selections, proceed to the "Alerts” and then “Downloads" section.
7. Download the ledger report.
By following these steps, you will be able to conveniently export and download your ledger in either PDF or XLSX format. Should you have any additional questions, please don't hesitate to reach out to us for further assistance.
Please note that there may be updates on this topic from the time of publishing. We recommend reaching out to your account manager, or drop us a chat message, to clarify your concerns. Thank you!