Note: This report is not available to Limited Agents.
This report displays an overview of Asset, Liability, Revenue, and Expense ledgers, similar to a balance sheet.
The Ledgers Report is a "currency" report. Because it represents currency, its data is split up among the different currencies you have configured, and there is no "All" option.
- You can select any date range to report on.
Important! When choosing a date range, keep in mind that the dates of the report contribute to the uniqueness check for the export process, and the Stax Bill system will not allow you to re-generate the same report with the same date range until after it has expired (30 days after creation). For this reason, if you are running a month-to-date report in the middle of a month, ensure that you choose today's date as your end date, so it can be run again at a future date before the original expires. For example, to run a monthly report today, November 4, choose November 4 as the end date of the report. Tomorrow, you can run the same report with the end date of November 5, and so on. If you use November 30 as your end date, you will not be able to run the same report again until after it expires.