How to download Ledger Statement?
To view your Ledger Statement in the Back Office, follow these steps:
Navigate:
- Log in to your Back Office.
- Select "Ledger" from the shortcut arrow at the top center of the page.
Output Format: Choose your preferred format:
- View the report on screen.
- Export the report as Excel or PDF for offline viewing.
Date Range:
- Set the date range for the period you wish to review.
- If you need to view data from a different financial year, change the year at the top right corner of the page.
Detailed Report: For a detailed view of each transaction, tick the 'Tradewise' option and also tick 'Print Vallan Details'.
Summary Report: For a summarized view, tick the 'Tradewise' option and leave 'Print Vallan Details' unticked.
Generate: Click "View" or "Submit" to generate and access your Ledger Statement.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article
Still need help?
Create Ticket