Overview
The ledger history for each account is visible from the account details page. This shows a complete history of debits and credits from various account activity across the system. Each debit has a corresponding credit to another account. To view both, find the transaction item in the transactions page. All ledger changes will sum up to the account's current balance. The current balance is total debits minus total credits, so an account with a credit balance shows a negative number.
Navigation
Side Menu -> Accounts -> Details
Viewing Ledger
Permissions
View Account
Key Information
Transaction Date - Post date of the ledger entry
Transaction Type - Transaction type that determines how money moved. Credit or Debit
Action - Resource action that created this entry
Transaction Item - Resource item that corresponds to this entry
Debit - Debit amount
Credit - Credit amount
Balance - Account balance as of this entry.
Created At - Time the transaction was entered