Ledger
The Ledger provides a centralised view of all payment records across your business. It shows every payment that has been received against any project, giving you a single place to review your business's incoming finances.
FINANCE:PAYMENTS_LEDGER:VIEW
Viewing the Ledger
The ledger displays payments in a table, sorted by date (most recent first), with the following columns:
| Column | Description |
|---|---|
| Reference | The payment reference (e.g. invoice number, bank reference) |
| Date | When the payment was received |
| From | The client who made the payment (links to the client search) |
| Method | The payment method (e.g. bank transfer, card, cash) |
| Comment | Any notes or comments about the payment |
| Amount | The payment amount in your business's configured currency |
| Project | The project the payment is associated with (links to the project page) |
Searching
Use the search box in the top-right corner to filter payments by reference or amount. This is useful for finding a specific transaction.
Pagination
Payments are displayed 20 per page. Use the pagination controls at the bottom of the table to navigate between pages.
Payment File Attachments
If file storage is enabled for your business, each payment can have files attached to it (e.g. remittance advice, bank statements, receipts).
PROJECTS:PROJECT_PAYMENTS:VIEW:FILE_ATTACHMENTS
PROJECTS:PROJECT_PAYMENTS:CREATE:FILE_ATTACHMENTS
Click the paperclip icon next to a payment to view or upload file attachments. The icon shows a count of existing attachments.
How Payments Are Added
Payments are not created directly from the ledger. Instead, they are added from within individual projects via the Project Finance page. The ledger is a read-only view that aggregates all payments across projects.
To add a new payment, navigate to the relevant project's finance section and record the payment there. It will then appear automatically in the ledger.
Related Features
- Project Finance -- managing invoices, quotes, and recording payments within projects
- Clients -- viewing financial totals per client
- Business Utilities -- other business-wide financial tools