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Accounting Pro — Core · General Ledger (how to use)

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Core · General Ledger

Module: Accounting Pro

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Accounting Pro.
  3. Click Core · General Ledger.
  4. Direct route (for admins): admin/accounting_pro/accounting_pro_ledger

What this screen is for

View posted account activity and running balances.

How to use — step by step

  1. Select account(s) and date range.
  2. Run search/filter to load transactions.
  3. Drill into source document (journal, voucher, invoice sync) if links are shown.
  4. Export to PDF/Excel for auditors if export is available.

Common buttons & actions

  • Filter
  • Export
  • Drill-down link

Required permissions

Staff need the accounting_pro_ledger feature with: view.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the Accounting Pro overview for module-wide workflows, API, and setup.

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