How to download Ledger Statement?

To view your Ledger Statement in the Back Office, follow these steps:

  1. Navigate:

    • Log in to your Back Office.
    • Select "Ledger" from the shortcut arrow at the top center of the page.
  2. Output Format: Choose your preferred format:

    • View the report on screen.
    • Export the report as Excel or PDF for offline viewing.

  3. 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.
  4. Detailed Report: For a detailed view of each transaction, tick the 'Tradewise' option and also tick 'Print Vallan Details'.

  5. Summary Report: For a summarized view, tick the 'Tradewise' option and leave 'Print Vallan Details' unticked.

  6. Generate: Click "View" or "Submit" to generate and access your Ledger Statement.

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