What This Screen Does
This is where you view all the financial transactions (ledger entries) for your business. Think of it like a digital accounting book that records every money movement — what was paid, which accounts were involved, and when it happened. You can filter by date range, sort columns, and export the data for your bookkeeper or accountant.
How to Get There
Open the dashboard.
In the left-hand menu, click Ledger (under the Bookkeeping section).
You are now on the Ledger List screen.
Step-by-Step Guide
1. Understand the Breadcrumbs
At the top of the page you will see a breadcrumb trail: Dashboard > Ledger > List.
Click Dashboard to go back to the main dashboard.
Click Ledger to return to the bookkeeping root page.
2. View the Status Tabs
Just below the breadcrumbs there is a tab bar.
Currently there is one tab: All.
The tab shows a badge with the total number of ledger entries.
Click the All tab to see every entry (this is the default).
3. Filter by Date Range
Below the tabs you will find a toolbar with two date pickers.
Field | Required | What to Enter |
From | No | The start date for the period you want to view. Defaults to the first day of the current month. |
To | No | The end date for the period you want to view. Defaults to the last day of the current month. |
Pick a From date to set where the list begins.
Pick a To date to set where the list ends.
The table updates automatically when you change either date.
4. Read the Table
Each row in the table represents one ledger entry. The columns are:
Column | What It Shows |
ID | The invoice ID linked to this entry. This helps you trace the entry back to a specific invoice. |
Description | A short text explaining what the transaction is about. |
Account number | The accounting account that was debited or credited. |
Against account number | The counter-account for this transaction (the other side of the double-entry). |
Amount | The monetary value of the transaction, formatted as a number. |
Created | The date the entry was recorded. |
5. Sort the Table
Click any column header to sort the table by that column.
Click the same header again to reverse the sort order (ascending ↔︎ descending).
By default, entries are sorted by ID in descending order (newest first).
6. Change Page Size and Navigate Pages
At the bottom of the table you will find pagination controls.
Use the Rows per page dropdown to choose how many entries to show per page (e.g. 5, 10, 25).
Use the left and right arrow buttons to move between pages.
Toggle the Dense switch to make rows more compact, which lets you see more data at a glance.
7. Use the More Options Menu
On the right side of the toolbar there is a three-dot menu (⋮) button.
Click it to reveal two options:
Option | What It Does |
Opens your browser’s print dialog so you can print the current view or save it as a PDF. | |
Export | Opens an export dialog that lets you download the ledger data as a file (CSV or SIE format) for the selected date range. |
8. Clear Filters
If you have changed the date range or status filter, a results summary bar appears below the toolbar.
It shows how many results were found.
Click the Clear button (with the trash icon) to reset all filters back to their defaults (current month, status “All”).
What Happens Behind the Scenes
You open the Ledger List screen
|
v
Page reads URL query parameters (if any) to restore
previous filter/sort/pagination state
|
v
API call: GET /api/ledgers
params: { pageSize, pageNumber, sortBy, direction, fromDate, toDate }
|
v
Server returns ledger entries + total count in header (x-total-count)
|
v
Table displays the entries with pagination
|
v
(When you change filters, sort, or page)
URL is updated with new query parameters
|
v
New API call: GET /api/ledgers with updated params
|
v
Table refreshes with new data
Troubleshooting
“The table is empty even though I expect to see entries”
Check the From and To date pickers. They default to the current month. If your entries are from a different period, adjust the dates.
Make sure you have the correct gym/location selected in the global gym selector at the top of the dashboard. Ledger entries are filtered by the selected gym.
“I changed the date range but nothing happened”
The table should update automatically when you pick a new date. If it does not, try refreshing the page.
Make sure you selected a valid date. If the From date is after the To date, no results will be returned.
“The Export option does not seem to work”
After clicking Export, a dialog should appear. Make sure your browser is not blocking pop-ups or dialogs.
If the dialog opens but the download does not start, check your internet connection. The export requires an API call to the server.
Try a smaller date range if you are exporting a very large dataset.
“I cannot find a specific transaction”
The ledger list does not have a text search field. Use the From and To date filters to narrow down the time period.
Sort by ID or Created to find entries by invoice number or date.
If you know the invoice ID, look for it in the ID column.
“The page loads very slowly”
If you have a large number of ledger entries, try reducing the Rows per page value to 5 or 10.
Narrow the date range to a shorter period (e.g. one week instead of one month).
Check your internet connection — the data is fetched from the server each time you change filters or pages.
“I see the wrong currency or number format”
Number formatting is handled by the system’s locale settings. Contact your administrator if amounts appear incorrectly formatted.
The ledger displays raw amounts from the server. Currency is not shown in the table columns — consult your accounting settings if you are unsure which currency is being used.
“The Print option only prints part of the page”
The print function uses your browser’s built-in print dialog. It prints the area marked as the “print area” on the page (the card containing the table).
If the table has multiple pages, only the currently visible page is printed. To print all entries, consider using the Export option instead and printing the exported file.
“My filters reset when I switch gyms”
This is expected behavior. When you change the selected gym in the global gym selector, the page reloads the data for the new gym and resets the filters to their defaults (current month).
If you need to compare data across gyms, use the Export option to download data for each gym separately.